Current jobs related to Global Wealth Management Officer - Singapore - This is an IT support group
-
apex wealth manager
4 days ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...
-
Assistant Wealth Management
3 weeks ago
Singapore ABACUS ASIA WEALTH MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesJob Summary:As an Assistant Wealth Management professional at Abacus Asia Wealth Management, you will be crucial in supporting our Representatives/Portfolio Managers in delivering exceptional service to our clients. You will assist in various aspects of wealth management, from client relationship management to portfolio...
-
Wealth Manager
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesJob DescriptionAs a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business...
-
Wealth Management Intern
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...
-
Wealth Management Professional
5 days ago
Singapore Fargo Wealth Group Full timeFargo Wealth Group is hiring a Relationship Manager to oversee the management and expansion of a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the Asia market.The ideal candidate will possess a deep understanding of the diverse markets across Asia, cultural nuances, and a robust network within the...
-
Wealth Associate
3 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeRoles & ResponsibilitiesWe are a dynamic organization focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.Position Overview: Our 2-year comprehensive training program is designed to...
-
Wealth Investment Advisor
3 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us:Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...
-
Wealth Planning Managers
3 weeks ago
Singapore RECRUITING TALENTS GLOBAL PTE. LTD. Full timeRoles & ResponsibilitiesAre you passionate about helping people achieve their financial goals? Do you want to build a rewarding career with high earning potential and strong career growth?Our client, an established global bank, is looking for dynamic individuals to join them as Wealth Planning Managers. This is a fantastic opportunity to be part of an...
-
Wealth Planning Managers
3 weeks ago
Singapore RECRUITING TALENTS GLOBAL PTE. LTD. Full timeRoles & ResponsibilitiesAre you passionate about helping people achieve their financial goals? Do you want to build a rewarding career with high earning potential and strong career growth?Our client, an established global bank, is looking for dynamic individuals to join them as Wealth Planning Managers. This is a fantastic opportunity to be part of an...
-
Wealth Investment Advisor
3 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...
-
Wealth Management Associate
3 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeRoles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...
-
Relationship Manager
5 days ago
Singapore Ark Wealth Management Singapore Pte Ltd Full timeJob Description: Grow the business through proactive acquisition and retention of HNW/ UHNW clients; Build and develop a deep understanding of clients’ investment needs; Provide sound financial advice to clients working in partnership with different internal teams; Be a strong advisor to the clients in their wealth planning and work to continually...
-
Wealth Management Associate
3 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeRoles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own boss!Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO...
-
Wealth Management Consultant
3 weeks ago
Singapore ACE ASSET MANAGEMENT PTE. LTD. Full timeRoles & ResponsibilitiesIf you are looking for a job that offers you high earning potential, career growth towards management positions, work life balance and a chance to travel for free, we look forward to your job application.What You'll Be Doing:Financial Advisory: Offering personalized financial advice based on clients' goals, needs, and life stages. ...
-
Analyst
3 weeks ago
Singapore INCRED GLOBAL WEALTH PTE. LTD. Full timeRoles & ResponsibilitiesWe are seeking an Analyst within our Wealth Management business. Below are the responsibilities:- To shadow Senior relationship managers and assist them in managing their clients- Monitor and review client portfolios and create process and templates which allows for ease of monitoring- Use technology to improve efficiencies in all...
-
Analyst
3 weeks ago
Singapore INCRED GLOBAL WEALTH PTE. LTD. Full timeRoles & ResponsibilitiesWe are seeking an Analyst within our Wealth Management business. Below are the responsibilities:- To shadow Senior relationship managers and assist them in managing their clients- Monitor and review client portfolios and create process and templates which allows for ease of monitoring- Use technology to improve efficiencies in all...
-
Senior Wealth Manager
4 days ago
Singapore WILLMARK ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesSenior Wealth Manager Our client is a Global Financial Institution and are searching for a Senior Wealth Manager for the Premium Segment to join their Offshore organisation.Responsibilities:Responsible for acquiring and prospecting new customers Client Relationship Management.Requirements:At least 4 years of relevant banking...
-
Singapore Goldman Sachs Full timeAsset & Wealth Management, Private Wealth Advisor, Executive Director - SingaporeWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a...
-
Singapore PHILLIP SECURITIES PTE LTD Full timeRoles & ResponsibilitiesAre you feeling stagnant in your career, hitting that glass ceiling of production with no way to break through? Are you tired of not having enough support from your team or manager, running out of leads, and lacking a system for prospecting and conversion? Join us to follow our proprietary business model, where you'll discover how the...
-
Multi-Assets Portfolio Manager
2 weeks ago
Singapore SKYDOG WEALTH MANAGEMENT COMPANY PTE. LTD. Full timeRoles & ResponsibilitiesRole DescriptionThis is a full-time on-site role for a Portfolio Manager at Skydog Wealth Management Company located in Singapore. The Portfolio Manager will be responsible for analyzing investment opportunities, managing portfolios, trading securities, and overseeing the financial performance of investment accounts on a daily...
Global Wealth Management Officer
2 weeks ago
**Overview of the Role**
As a Senior Client Due Diligence Know Your Customer Officer, you will be responsible for performing KYC due diligence reviews of wealth management clients and providing advice and solutions regarding due diligence, KYC standards, internal policies, procedures, and local regulations.
You will also be required to manage strong stakeholder relationships with Front Office, Compliance, and other stakeholders, while escalating issues appropriately.
A proven track record in delivering KYC quality with commercial risk-based solutions is essential for this role.
In addition, you will be responsible for highlighting deficiencies, suspicious AML or other non-compliance issues to relevant parties and management, identifying and assessing resulting ML/TF risks in accordance with regulatory requirements and Group AML/CFT policy and procedures.
The ideal candidate will possess strong KYC/AML expertise in Wealth Management, with a Bachelor's degree and at least 6-10 years of working experience in KYC/AML areas, risk or controls functions, preferably in Wealth Management.
Familiarity with regulatory requirements pertaining to KYC/AML, such as MAS 626, is also essential.
The successful candidate will be able to balance client-centric needs with business requirements and controls, possessing excellent interpersonal skills to manage relationships with Front Office stakeholders.
Skills and Qualifications**
The ideal candidate will possess the following skills and qualifications:
- Bachelor's degree in relevant field (e.g. Finance, Accounting)
- At least 6-10 years of working experience in KYC/AML areas, risk or controls functions, preferably in Wealth Management
- Strong KYC/AML expertise in Wealth Management
- Familiarity with regulatory requirements pertaining to KYC/AML, such as MAS 626
- Excellent interpersonal skills to manage relationships with Front Office stakeholders
- Ability to balance client-centric needs with business requirements and controls
About UBS**
UBS is the world's largest and the only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.
We offer a purpose-led culture and global infrastructure, enabling us to connect, collaborate, and work together in agile ways to meet all our business needs.