Senior Wealth Management Specialist
1 week ago
**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 Hong Kong.
**Job Description:**
Responsibilities:
- Develop and maintain strong relationships with clients to understand their financial needs and provide personalized wealth management solutions.
- Work closely with the Hong Kong team to develop and implement business strategies and tactics in Singapore, including new projects and products.
- Stay up-to-date on market trends and keep abreast of different investment products and services to provide valuable insights to clients.
- Coordinate and communicate with internal channels to support client development and ensure seamless delivery of services.
- Comply with regulatory requirements, company regulations, and management measures to maintain a high level of professionalism and integrity.
- Perform other work-related tasks as assigned by supervisors and managers.
Required Skills and Qualifications:
- Bachelor's degree or above in a relevant field.
- 8-10 years of solid experience in wealth management industry.
- Strong connections in acquiring high net worth customers.
- Excellent communication skills and proficiency in Putonghua and English, Cantonese is a plus.
- Team-oriented, collaborative, and comfortable working in an influencing role.
Benefits:
- Competitive salary: SGD $120,000 - $180,000 per annum (estimated based on industry standards).
- Opportunities for career growth and professional development.
- Collaborative and dynamic work environment.
Others:
This role requires a high level of autonomy, flexibility, and adaptability. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, please apply today.
-
Senior Wealth Strategist
4 weeks ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & 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...
-
Wealth Management Advisor
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
-
Wealth Management Professional
1 month ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
-
Wealth Management Professional
1 month ago
Singapore BNP Paribas Wealth Management Full timeJob 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 timeCompany 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...
-
Wealth Management Professional
2 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob 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...
-
Wealth Management Advisor
2 weeks ago
Singapore BNP Paribas Wealth Management Full timePosition 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.
-
Senior Risk Management Specialist
1 week ago
Singapore Indosuez Wealth Management Full timeJob 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...
-
Client service officer
3 weeks ago
Singapore Indosuez Wealth Management Full timeClient 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 timeIndosuez 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...
-
Technical Support Specialist
2 weeks ago
Singapore Indosuez Wealth Management Full timeIndosuez 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 timeKey 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...
-
Financial Operations Specialist
1 week ago
Singapore Indosuez Wealth Management Full timeIndosuez 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...
-
Credit structuring manager m/f
1 week ago
Singapore Indosuez Wealth Management Full timeReporting 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...
-
Wealth Management
2 months ago
Singapore BNP Paribas Wealth Management Full timePosition 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...
-
IT Support Specialist
1 day ago
Singapore Indosuez Wealth Management Full timeJob Description:We are seeking a highly skilled and experienced IT Support Specialist to join our team at Indosuez Wealth Management.Key Responsibilities:Manage all incoming IT production issues and requests, ensuring timely resolutions and effective queue management.Create tickets for new issues and resolve or assign them to relevant resolver...
-
Senior Wealth Management Specialist
4 weeks ago
Singapore AGRICULTURAL BANK OF CHINA LIMITED Full timeJob SummaryAs 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...
-
Wealth Management Solutions Associate
1 month ago
Singapore Ares Management Corporation Full timeJob 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...
-
Corporate Credit Structuring Specialist
1 week ago
Singapore Indosuez Wealth Management Full timeJob 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...
-
Senior Financial Analyst
4 days ago
Singapore BNP Paribas Wealth Management Full timeJob DescriptionWe are seeking an experienced Senior Financial Analyst to join our team at BNP Paribas Wealth Management. The successful candidate will be responsible for analyzing financial data, identifying trends, and developing strategic recommendations to drive business growth.The ideal candidate will have a strong background in finance, excellent...