Private Wealth Specialist
4 days ago
- Attend client meetings, both virtually and in-person.
- Gather financial information and schedule appointments.
- Create client presentations and provide excellent client service.
- Take meeting notes to document the conversation and next steps.
- Input information and notes into the client management and documentation system.
As a Private Wealth Planner (Junior Associate), you will also be responsible for ownership of post-meeting follow-up correspondence to clients and potential clients.
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Private Wealth Investor Relations Specialist
4 days ago
Singapore Coller Capital Full timeThe Investor Relations function at Coller Capital is responsible for the effective management and coordination of interactions with our global investor base. This role falls within the Investor Services sub-function, specifically focusing on our Private Wealth product offerings.Key Responsibilities:Ensure that all Private Wealth investor queries are...
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Wealth Associate
1 week 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...
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Client Services Specialist
1 week ago
Singapore ROBERT WALTERS (SINGAPORE) PTE LTD Full timeRoles & ResponsibilitiesWhat you'll do:As a Client Service Specialist in the Private Wealth sector, your role will be multifaceted. You will be responsible for liaising with various business units, ensuring compliance with policies and procedures, resolving client queries promptly, and understanding the overall relationship between the client and the bank....
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Private Wealth Advisor
4 days ago
Singapore ADECCO PERSONNEL PTE LTD Full timeADECCO PERSONNEL PTE LTD seeks an experienced Private Wealth Advisor to join their team and support business expansion in North Asia. As a key member of the team, you will play a crucial role in designing and implementing customized investment strategies and wealth management plans for clients.About the Job:Key responsibilities include developing and...
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Head of Wealth
1 week ago
Singapore PEOPLESEARCH PTE. LTD. Full timeRoles & ResponsibilitiesHead of Wealth (Private Banking)Our client, a reputable bank is looking to fill the role of Head of Wealth, Private Banking. The ideal candidate will be responsible for driving the overall strategy, growth, and profitability of the Wealth Management and Private Banking divisionKey Responsibilities: Develop and implement the overall...
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Analyst, Private Wealth Management
1 week ago
Singapore UOB KAY HIAN PRIVATE LIMITED Full timeRoles & ResponsibilitiesBegin your career as an analyst, building a strong foundation for a future role as a relationship manager in private wealth management. In this role, you will gain valuable theoretical knowledge and practical experience through comprehensive training programs, deepening your understanding of investing and asset classes. You will also...
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Analyst, Private Wealth Management
1 week ago
Singapore UOB KAY HIAN PRIVATE LIMITED Full timeRoles & ResponsibilitiesBegin your career as an analyst, building a strong foundation for a future role as a relationship manager in private wealth management. In this role, you will gain valuable theoretical knowledge and practical experience through comprehensive training programs, deepening your understanding of investing and asset classes. You will also...
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Investor Services, Private Wealth
4 days ago
Singapore Coller Capital Full timeThe Investor Relations function is responsible for the management and co-ordination of interactions with our global investor base. This Role is within the Investor Services sub-function focused on our Private Wealth product offerings, and the individual will ensure that the needs of our existing Private Wealth investors are met in a professional, efficient,...
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Wealth Management Relationship Manager
3 weeks ago
Singapore GREENLANE PRIVATE LTD. Full timeRoles & 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.•...
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Wealth Management Relationship Manager
3 weeks ago
Singapore GREENLANE PRIVATE LTD. Full timeRoles & 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.•...
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Private Wealth Relationship Manager
1 week ago
Singapore TRUST RECRUIT PTE. LTD. Full timeRoles & Responsibilities Farmer/Account Servicing role Higth Networth Clients Office hours in CBD Attractive bonuses (AWS + VB)My client is an established brokerage and wealth management platform, that enhances user experience with current market affairs and equipped with powerful analytical tools.They are looking for a Private Wealth Relationship Manager...
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Senior Account Executive
1 week ago
Singapore BACKBASE ASIA-PACIFIC PTE. LTD. Full timeRoles & ResponsibilitiesThe Job in shortBackbase is a fast-growing fintech software provider that empowers financial institutions to accelerate their digital transformation and effectively compete in a digital-first world. We areexpanding our Sales team and offer opportunities for ambitious, strategic Sales Executives who thrive in a client-facing advisory...
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Singapore This is an IT support group Full timeAsset & Wealth Management, Private Wealth Advisor, Vice President - Singapore Wealth Management Across 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 wide...
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Singapore Goldman Sachs Full timeJob Description Asset & Wealth Management, Private Wealth Advisor, Executive Director - Singapore Wealth management is a critical component of Goldman Sachs' overall strategy. Our private wealth management businesses provide financial planning, investment management, and comprehensive advice to high net worth individuals, family offices, foundations,...
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Singapore Partners Group Full timeJob DescriptionDeveloping and managing relationships with existing and new Private Wealth partners such as global/regional/local banks and asset managers across relevant stakeholders.Sourcing and leading strategic distribution projects and product initiatives, coordinating day-to-day interactions across open-ended and closed-ended funds.
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Private Markets Operations Specialist
4 days ago
Singapore GIC Private Limited Full timeAbout UsGIC Private Limited is one of the world's largest sovereign wealth funds, investing in more than 40 countries across various asset classes. Our teams work tirelessly to deliver exceptional results, driving value for our investors and stakeholders.Job SummaryWe are seeking a highly skilled Assistant Vice President to join our Investment Services...
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Wealth Management Associate
1 week 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...
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Private Wealth Solutions Analyst
21 hours ago
Singapore This Is An IT Support Group Full timeAbout the RoleWe are seeking a highly motivated professional to join our Private Wealth Solutions team as a Business Development Analyst. The successful candidate will support the global buildout of PWS reporting and analytics across sales channels, execute PWS reporting and analytics functions while driving ongoing infrastructure development.
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Wealth Management Risk Specialist
3 days ago
Singapore The Edge Partnership Full time**Job Summary**We are seeking a Wealth Management Risk Specialist to join our team in Singapore. The successful candidate will be responsible for ensuring the quality of credit applications meets the bank's standards and supervising team members' timely submission and accuracy of credit risk MI reports and MAS reports.**Responsibilities**Ensure the quality...
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Urgent!!! Sales Director
1 week ago
Singapore TRUST RECRUIT PTE. LTD. Full timeRoles & ResponsibilitiesHighlight: Leading brokerage. Permanent job opportunity Great remuneration & benefits Fun & friendly environment With experience in private wealth management segment is a must.Responsibilities: Focus on private wealth management segment, including high net worth (HNW) and family offices. Form good understanding on the wealth...