Wealth Portfolio Specialist

We are looking for a highly skilled Portfolio Strategy Specialist to join our International Wealth Management Division in Singapore.As a Portfolio Strategy Specialist, you will work closely with RMs to develop and implement customized investment strategies for clients. Your key responsibilities will include advising on portfolio construction, identifying...

Roles & 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...

Roles & 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...

We are looking for a Wealth Management Specialist to join our team in Malaysia. As a key member of our wealth management team, you will be responsible for providing expert financial analysis and customized wealth management solutions to our clients.About the Role:You will work closely with our experienced sales team to develop and implement effective...

Roles & 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...

Unlock Your Potential Join Recruit Success Pte. Ltd. and embark on a career journey that offers limitless opportunities for growth and success. As a Wealth Growth Specialist, you will play a crucial role in driving business development and delivering exceptional results in the field of wealth management. Competitive Remuneration Package Our remuneration...

Role OverviewThis is an exciting opportunity to take on a challenging role as a Wealth Management Specialist in our dynamic team.You will be responsible for supporting and managing client relationships, developing long-term relationships through professional networks and contacts.The ideal candidate will have strong client management skills, with a minimum...

Job Description: A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively. Job Scope and Responsibilities: Assess clients' financial goals, risk tolerance, and investment preferences. Create customized financial plans and investment strategies. Provide recommendations on...

Job DescriptionLMA Recruitment is working with a well-established international bank to recruit a skilled relationship manager. In this role, you will be responsible for managing a diverse portfolio of clients, providing personalized advice on wealth management products, and promoting digital banking channels to reduce in-branch visits.About the Bank:The...

Job Description: As a licensed Financial Adviser, you will be responsible for building and expanding a high-value client portfolio by identifying and engaging affluent individuals, conducting in-depth financial assessments, and developing customized wealth management plans.Your Key ResponsibilitiesBuild and expand a high-value client portfolio by identifying...

Wealth Protection Specialist Wealth Protection Specialist Apply locations Singapore time type Full time posted on Posted 2 Days Ago job requisition id 24120019Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion...

Company Overview: LMA Recruitment is working with a well-known international bank that has a strong presence in Asia. This bank offers a wide range of products and services to meet the needs of its customers, including personal banking, business banking, and wealth management. The bank seeks a skilled and experienced relationship manager (onshore) to manage...

Roles & 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...

A prestigious global private bank is seeking an experienced Financial Solutions Specialist to join its top-performing team in Asia.In this key role, you will work closely with the team lead to manage a substantial portfolio of UHNW clients while identifying opportunities for growth and expansion.Key Responsibilities:Develop and maintain strong relationships...

Roles & ResponsibilitiesJob Profile Summary:The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships.Job...

About UsBANK JULIUS BAER & CO. LTD. is a leading private banking institution with a commitment to excellence and customer service. We are seeking a skilled Portfolio Management Specialist to join our team, responsible for managing a portfolio of High Net Worth/Ultra High Net Worth private clients, providing comprehensive wealth management solutions, and...

Roles & 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...

Roles & ResponsibilitiesJob Responsibilities• Identify and onboard new high-net-worth clients, expanding the client base.• Drive asset growth and increase assets under management (AUM).• Generate investment revenue by managing client portfolios effectively.• Provide personalized wealth management and banking solutions tailored to client needs.•...

Roles & ResponsibilitiesJob Responsibilities• Identify and onboard new high-net-worth clients, expanding the client base.• Drive asset growth and increase assets under management (AUM).• Generate investment revenue by managing client portfolios effectively.• Provide personalized wealth management and banking solutions tailored to client needs.•...

Roles & ResponsibilitiesJob Profile Summary:The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships.Job...