Wealth Proposition Specialist

About the RoleAs a Wealth Proposition Specialist at AIA, you will be the subject matter expert on trust, tax, and estate planning matters, driving our business in the High Net Worth (HNW) segment. You will lead the development of related products and services, and develop programs in upskilling our channels.Key ResponsibilitiesPlan and deliver value-added...

About the RoleWe are seeking a highly skilled and experienced Wealth Advisor to join our team at AIA. As a key member of our High Net Worth (HNW) service delivery team, you will be responsible for delivering our value-added services to HNW clients and driving business growth in this segment.Key ResponsibilitiesDevelop and deliver customized wealth advisory...

About the RoleWe are seeking a seasoned Wealth Advisor to join our team at AIA. As a subject matter expert on trust, tax, and estate planning matters, you will drive our business in the High Net Worth (HNW) segment.Key ResponsibilitiesDevelop and deliver value-added services to HNW clients, working closely with sales teams and intermediaries to promote our...

FIND YOUR 'BETTER' AT AIA If you believe in better, we’d love to hear from you. About the Role As the Wealth Advisor, the jobholder is the subject matter expert on trust, tax and estate planning matters, and delivers our High Net Worth (HNW) services in driving our business in the segment. The jobholder will lead the development of related...

Employment TypePermanentClosing Date23 Sept 2023 11:59pmJob TitleProposition Development SpecialistJob SummaryJob DescriptionWe're Australia's leading telecommunications and technology company. And with a global presence in more than 22 countries, we have a strong global footprint. Our purpose is to build a connected future so everyone can thrive. We're all...

Wealth Planning SpecialistUnited Overseas Bank is seeking a skilled Wealth Planning Specialist to join our team. As a key member of our Retail function, you will be responsible for ensuring the completeness and compliance of financial planning documents submitted by Client Advisors.Key Responsibilities:Verify the accuracy and completeness of financial...

Job SummaryWe are seeking a highly skilled Credit Structuring Specialist to join our team at Indosuez Wealth Management. The successful candidate will be responsible for structuring, vetting, and monitoring viable credit solutions for clients, with a focus on real estate financing.Key ResponsibilitiesAlign with the Credit Risk Department to structure and...

Job SummaryWe are seeking a highly skilled Credit Structuring Specialist to join our team at Indosuez Wealth Management. As a key member of our Credit Structuring Asia team, you will be responsible for structuring, vetting, and monitoring viable credit solutions for our clients, with a focus on real estate financing.Key ResponsibilitiesAlign with the Credit...

Job SummaryWe are seeking a highly skilled Credit Structuring Specialist to join our team at Indosuez Wealth Management. As a key member of our Credit Structuring team, you will be responsible for structuring, vetting, and monitoring viable credit solutions for our clients, with a focus on real estate financing.Key ResponsibilitiesAlign with the Credit Risk...

Job Title: Wealth Planning SpecialistAt United Overseas Bank, we are seeking a skilled Wealth Planning Specialist to join our team. As a key member of our Retail function, you will play a critical role in providing financial solutions to our Personal and Business Banking customers.About the RoleThe successful candidate will be responsible for ensuring the...

Job SummaryIndosuez Wealth Management is seeking a highly skilled Credit Structuring professional to join our team in Singapore. As a key member of our Credit Structuring team, you will be responsible for structuring, vetting, and monitoring viable credit solutions for our clients, with a focus on real estate financing.Key ResponsibilitiesAlign with the...

About the RoleAIA is driving a movement to create a healthier, more sustainable future for everyone. If you believe in inspiring a better future, read on.Key ResponsibilitiesFoster and deepen relationships with Agency and AFA Sales force to meet and exceed growth targets in terms of AHNW sales productivity and Prestige Club members.Engage Agency and AFA...

Corporate Wealth Management SpecialistAt United Overseas Bank, we are seeking a Corporate Wealth Management Specialist to join our team. As a key member of our Commercial Banking division, you will be responsible for managing relationships with mid to large sized SMEs, providing deposit booking and rate fixing services, and working with Deposit Product...

About the RoleAzqore, a leader in outsourced banking services under Credit Agricole Indosuez Wealth Management, seeks a skilled professional to join its Asia Operations team as a Reconciliation and Investigations Specialist.The successful candidate will be responsible for managing the Reconciliations & Investigations Team, ensuring the efficient and...

About DBS TreasuresDBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive range of wealth management solutions to affluent clients. Our platform provides clients with a seamless and all-encompassing banking experience, complemented by expert advice and support from our team of professionals.Your RoleAs a Treasures Wealth...

About the RoleAIA is embarking on an exciting journey to create a healthier, more sustainable future for everyone. If you share our vision and are passionate about inspiring a better future, we invite you to explore this opportunity.Key ResponsibilitiesFoster strong relationships with Agency and AFA Sales force to drive growth in the Affluent and High Net...

About AIA's Vision for a Healthier FutureAIA has embarked on an exciting journey to create a more sustainable and healthier world for everyone. If you share our passion for inspiring a better future, read on to learn more about this exciting opportunity.About the RoleThe Wealth Manager will be responsible for driving growth in the Affluent and High Net Worth...

Role OverviewWe are seeking a skilled Wealth Advisory Specialist to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth Private Clients.Key ResponsibilitiesTo provide excellent customer experience to our...

About DBS TreasuresDBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...

About DBS TreasuresDBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive range of wealth management solutions to affluent clients. Our platform provides clients with a seamless and all-encompassing banking experience, complemented by expert advice and support from our team of professionals.Your RoleAs a Treasures Wealth...