Senior Wealth Management Specialist

4 weeks ago


Singapore AGRICULTURAL BANK OF CHINA LIMITED Full time
Job Summary

As a Senior Wealth Management Specialist at AGRICULTURAL BANK OF CHINA LIMITED, you will be responsible for developing the product and process flow, designing internal risk management and control frameworks, and communicating with private banking units and external professional parties. This role requires a strong background in wealth management and private banking, with a deep understanding of risk and legal compliance. If you have a degree in Banking & Finance, Commerce, or equivalent, and are proficient in Mandarin, we encourage you to apply.

Key Responsibilities
  • Develop product and process flow and author relevant procedure manuals;
  • Design internal risk management and control framework;
  • Communicate with private banking units within the banking group, peer banks, and external professional parties;
  • Assist with other relevant tasks assigned by the Department Head and Deputy Manager.

Requirements
  • 5-10 years middle office experience in wealth management/private banking;
  • In-depth product knowledge and experiences in risk & legal/compliance;
  • Familiar with other job functions such as relationship management, investment advisory, operations, and IT etc.;
  • Degree in Banking & Finance, Commerce or equivalent;
  • Mandarin proficiency to handle Chinese clients;
  • Highly motivated team player with excellent communication and interpersonal skills.

Your Skills
  • Product Knowledge;
  • Microsoft PowerPoint;
  • Investment Advisory;
  • Microsoft Office;
  • Microsoft Excel;
  • Middle Office;
  • Interpersonal Skills;
  • Relationship Management;
  • Wealth;
  • Private Banking;
  • Risk Management;
  • Administration;
  • Good Communication Skills;
  • Banking;
  • Team Player;
  • Microsoft Word


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    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...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...


  • Singapore BNP Paribas Wealth Management Full time

    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...


  • Singapore BNP Paribas Wealth Management Full time

    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...


  • Singapore BNP Paribas Wealth Management Full time

    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...


  • Singapore MANULIFE INVESTMENT MANAGEMENT (SINGAPORE) PTE. LTD. Full time

    Company OverviewManulife Investment Management (Singapore) Pte. Ltd., a wholly-owned subsidiary of Manulife, has been operating in Singapore since 2007. As a hub for wealth management in Asia, our primary function is to provide investment management and related services to Manulife Singapore, including the management of General Accounts and developing...


  • Singapore BNP Paribas Wealth Management Full time

    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...


  • Singapore BNP Paribas Wealth Management Full time

    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.


  • Singapore Indosuez Wealth Management Full time

    Job DescriptionWe are seeking an experienced and skilled Business Compliance Manager to join our team at Indosuez Wealth Management in Singapore.About the RoleThis is a critical position that requires strong leadership skills, technical expertise, and excellent communication abilities. The successful candidate will be responsible for managing risks...


  • Singapore Indosuez Wealth Management Full time

    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...


  • Singapore Indosuez Wealth Management Full time

    Indosuez Wealth Management is a leader in outsourced banking services. Our integrated solutions and quality services enable our clients to focus on executing their strategy, reducing operational cost and improving operational risk.We are seeking a Senior Cash Account Reconciliation Specialist to join our Asia Operations team. The successful candidate will be...


  • Singapore Indosuez Wealth Management Full time

    Indosuez Wealth Management is seeking a skilled Technical Support Specialist to join our team. This role is an excellent opportunity for individuals who are passionate about technology and customer service.Job Description:The Technical Support Specialist will be responsible for managing all incoming IT production issues and requests, creating tickets if...

  • Wealth Director

    4 weeks ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    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...


  • Singapore Indosuez Wealth Management Full time

    Indosuez Wealth Management, a leading provider of outsourced banking services, is seeking a highly skilled Financial Operations Specialist to join its Asia Cash Management team.The ideal candidate will have expertise in financial operations and a proven track record of delivering high-quality results in a fast-paced environment.Responsibilities:Process and...


  • Singapore Indosuez Wealth Management Full time

    Reporting to the Head of Credit Structuring Asia, you will be working on structuring, vetting and monitoring viable credit solutions as offering to clients, with a focus on Lombard; including the participation in credit committees at various levels. Key Responsibilities Credit solutions advisory - provide advisory services to Relationship Managers on...


  • Singapore eFinancialCareers Full time

    **Job Title:** Senior Wealth Management Specialist**Location:** Singapore and Hong Kong**Company Overview:At eFinancialCareers, we are committed to helping our clients achieve their financial goals. As a Senior Wealth Management Specialist, you will play a key role in developing and maintaining relationships with high net worth individuals in Singapore and...

  • Wealth Management

    1 month ago


    Singapore BNP Paribas Wealth Management Full time

    Position Purpose Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full support of management and in line with the professional ethics and guidelines established by BNP Paribas from time to time Direct...


  • Singapore Ares Management Corporation Full time

    Job Title: Associate, Wealth Management SolutionsAres Management Corporation is seeking a highly motivated and experienced Associate to join our Wealth Management Solutions team in APAC. The successful candidate will play a key role in supporting the distribution efforts of our alternative investment strategies to the Asian private wealth channel.Key...

  • Wealth Director

    4 weeks ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesRoles & Responsibilities Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment Conduct training and continuing education for Personal Financial Consultants on Bancassurance products. Achieve revenue targets set out by management. Undertake any other projects from time...


  • Singapore Indosuez Wealth Management Full time

    Job DescriptionWe are seeking a highly skilled Corporate Credit Structuring Specialist to join our team at Indosuez Wealth Management in Singapore. As a key member of our Credit Structuring Asia department, you will play a vital role in structuring, vetting, and monitoring viable credit solutions for our clients.The successful candidate will have strong...