Strategic Wealth Manager

Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

Company OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.

Job Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

Position OverviewThe Wealth Management Advisor will play a vital role in fostering long-term relationships with high net worth clients, providing expert advice on investment strategies and product solutions to meet their evolving needs.

Roles & ResponsibilitiesReports To:DirectorJob Overview:The Management Associate will be part of an exciting team that is crucial to the growth of the organisation. This position is an all-rounded role responsible for (including but not limited to) Sales, Marketing and Recruitment. He/She works with the team to come up with various campaigns for the above...

Roles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...

Job DescriptionIndosuez Wealth Management is seeking a highly skilled Strategic Business Leader to oversee the Client Documentation and Internal Control function.About the RoleThis strategic role involves managing the day-to-day activities of the department, ensuring team operations are effective and efficient. You will be responsible for implementing...

Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

Job Description:We are seeking a highly skilled Strategic Wealth Consultant to join our team at Ark Group International (Hong Kong) Limited.Overview:The ideal candidate will have a strong background in finance and wealth management, with excellent communication and interpersonal skills. They will be responsible for building and maintaining relationships with...

About the RoleWe are seeking a highly skilled Strategic Wealth Management Specialist to join our team at Manulife Financial Advisers PTE. LTD.Job SummaryThe successful candidate will be responsible for providing expert wealth management services to clients, including risk and wealth management, succession and estate planning, income protection, and...

Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...

About the RoleAs a Strategic Wealth Manager at DBS Bank Ltd., you will play a key role in helping our high net worth clients achieve their financial goals.Key ResponsibilitiesProvide expert financial analysis and advice to clients to identify their investment needs and objectives.Collaborate with a team of product specialists to offer customized solutions to...

At United Overseas Bank, we're committed to empowering our customers to achieve their financial goals through innovative banking solutions. As a Strategic Wealth Banking Leader, you will play a key role in driving the growth of our wealth banking business and delivering exceptional customer service.About the RoleYou will be responsible for leading a team of...

About Our Asset & Wealth Management TeamAt Goldman Sachs, our Asset & Wealth Management Division (AWM) is a leading investment manager that provides institutional and individual investors with tailored solutions. AWM spans public and private asset classes, industries, and geographies, helping clients navigate dynamic markets and achieve their long-term...

We are seeking a Strategic Wealth Planner to join our team at PERSOLKELLY SINGAPORE PTE. LTD.Job SummaryFulfilling and varied, a typical workday of a Strategic Wealth Planner might look like this:You will primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.You are...

At HSBC Private Bank, we put our clients at the centre of everything we do. We are currently seeking a high calibre professional to join our team as a Strategic Wealth Lending Solutions Director.Key ResponsibilitiesDrive end-to-end development of wealth lending solutions, including product design, approval, training, and sales management.Grow the wealth...

About AIAAIA is a leading life insurance company with a rich history of serving our customers.Role OverviewWe are seeking a highly skilled and experienced Strategic Wealth Management Expert to join our team. In this role, you will be responsible for delivering our High Net Worth (HNW) services and driving business growth in this segment.Main...