
Expert Wealth Management Advisor
1 week ago
We are seeking an experienced professional to join our team as a Senior Private Banking Lead. The successful candidate will be responsible for developing and maintaining strong relationships with high net worth individuals and corporate clients, providing tailored financial solutions to meet their complex wealth management needs.
Key Responsibilities:- Develop and maintain relationships with high net worth individuals and corporate clients, focusing on complex financial needs
- Identify and acquire new business opportunities through strategic networking and referrals
- Provide expert advice on advanced wealth management products and services
- Conduct in-depth financial needs analysis and develop customized solutions
- Collaborate with internal stakeholders to deliver high-quality client service and drive business growth
- Meet or exceed sales targets and key performance indicators, mentoring junior team members
- Experience in private banking or wealth management, with a proven track record of managing complex client relationships
- Strong network of high net worth individuals and corporate clients
- Excellent leadership, communication, and relationship-building skills
- Proven track record of meeting sales targets, acquiring new business, and mentoring junior team members
- Strong knowledge of advanced wealth management products and services
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Wealth Manager
5 days ago
Singapore DH WEALTH MANAGEMENT PTE. LTD. Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
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Wealth Manager
5 days ago
Singapore DH Wealth Management Pte Ltd Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
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Private Wealth Director
7 days ago
Singapore Prestige Wealth Full timePosition Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...
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Strategic Wealth Advisor
2 weeks ago
Singapore beBeeWealth Full time $80,000 - $120,000Strategic Wealth AdvisorWe are seeking a seasoned Strategic Wealth Advisor to join our team. As a trusted advisor, you will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.About the RoleThis role involves building deep, long-term relationships with clients, acting as their...
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Wealth Management Advisor
5 days ago
Singapore beBeeFinancial Full time $80,000 - $120,000Job Opportunity: Wealth Management Advisor As a key member of our team, you will be responsible for providing expert financial guidance to clients through tailored wealth management solutions. You will develop and nurture long-term relationships with clients, identify their needs, and design personalized plans to achieve their financial goals. Key...
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Expert Wealth Manager
1 week ago
Singapore beBeeWealth Full time $80,000 - $120,000Job Title:">Citigold Client Advisor">Job Summary:">As a strategic partner for high-net-worth individuals, the Citigold Client Advisor delivers comprehensive wealth management guidance and bespoke financial solutions.">About the Role:">The Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass...
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Senior Wealth Advisor
2 weeks ago
Singapore beBeeWealth Full time $150,000 - $200,000Job Description:We are seeking a senior wealth advisor to lead our family office and wealth planning services. The ideal candidate will have extensive experience in designing and implementing estate planning and succession strategies for high-net-worth families.They will work closely with clients to develop bespoke wealth structures across multiple...
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Client Wealth Executive
1 week ago
Singapore WEALTH ASIA LLP Full timeThe Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to our clients and wealth advisors. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the overall client experience. The...
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Relationship Manager
4 days ago
Singapore ProVision Wealth Advisor Full time $700 - $10,000 per yearJob Description:We're looking for driven individuals to join our team as Relationship Manager / Financial Consultants. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.Key Responsibilities:Understand clients' financial...
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Strategic Family Wealth Advisors
1 week ago
Singapore Asia Green Fund Management Full timeStrategic Family Wealth Advisors (MFO, EAM, VCC) Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Asia Green Fund Management Overview An Experienced Recruiter with both Agency and In-house experience covering Talent Acquisition & Management and Projects within Banking & Finance… CFA, CAIA, or CFP with min.10...