High Net Worth Portfolio Specialist

Job Title:A high-net-worth individual is required to manage their wealth portfolio in a personalized and bespoke manner.Responsibilities:Understand the client's financial goals, risk tolerance and time horizon to offer tailored investment adviceRegularly engage clients with market updates and provide guidance on their investment productsEnsure compliance...

We are seeking a dynamic investment professional to join our team in Singapore.Job DescriptionInvestment Advisory Role:Manage a portfolio of high net worth and ultra-high net worth clients domiciled in South East Asia.Provide proactive strategic and tactical investment advice across all asset classes, including equities, fixed income, and alternative...

Transform Your Career as a Relationship ManagerAbout the Role:This opportunity is perfect for professionals with Premier Banking experience seeking to expand their expertise in Private Banking. As a Relationship Manager, you will be responsible for cultivating and maintaining relationships with high-net-worth individuals while managing their wealth...

Job TitleA Financial Advisor position is available for a high-net-worth individual specialist with experience in wealth management.Job DescriptionThe successful candidate will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to clients. They will proactively anticipate client needs, crafting personalized...

Wealth Management Specialist Job Description Job Purpose: Responsible for managing and growing clients' wealth through optimization of risk, return, and liquidity.Our team is looking for a skilled Wealth Management Specialist to join our ranks. As a key member of our team, you will be responsible for providing top-notch financial advice and guidance to...

Client Advisor RoleThis is a pivotal role for an external asset management team specializing in Ultra High Net Worth (UHNW) clients. As a Client Advisor, you will be responsible for bringing your own book of accounts and acquiring new clients while managing their portfolios based on their respective investment objectives.Key Responsibilities: Identify and...

About the RoleAs a key team member, you will be responsible for managing all high net worth submissions assessed by our department.You will ensure quality and turnaround time targets are met, with a focus on delivering excellent results.Key ResponsibilitiesProcess all high net worth submissions efficiently and accurately.Verify completeness and accuracy of...

Job Title:Senior Financial AdvisorDeveloping high-net-worth client relationships is a key objective of this role. A wealth manager with extensive experience in financial planning and portfolio management will build strong connections with clients to identify opportunities for long-term growth and success.Key Responsibilities:1. Financial Planning: Develop...

Job Title: Bancassurance SpecialistOur client, a well-established international bank, is seeking an experienced Bancassurance Specialist to support its high net worth client segment.This role collaborates closely with Premier Relationship Managers to deliver insurance solutions and technical support to clients, aiming to meet their wealth protection and...

About This RoleAs an Underwriting Specialist, you will play a crucial role in providing expert support to our clients by assessing and managing risks associated with high net worth products. Your primary responsibility will be to conduct thorough underwriting due diligence on new applications, ensuring that all prescribed guidelines are met.This involves...