Wealth Management Associate

3 weeks ago


Singapore United Overseas Bank Full time

About the Role

We are seeking a highly skilled and experienced Client Service Associate to join our Private Banking team. In this role, you will provide exceptional support to our Private Bankers, delivering tailored products and solutions to our high-net-worth clients.

Key Responsibilities

  • Deliver superior client experience through proactive and timely processing of banking and investment transactions.
  • Maintain accurate and up-to-date client records, ensuring seamless service delivery.
  • Collaborate with internal stakeholders to resolve client inquiries and issues efficiently.
  • Provide financial solutions that meet clients' evolving needs and objectives.

Requirements

  • Minimum Diploma/Degree holder with preferably 3 years of experience in Wealth Management or a related field.
  • CACS Certification (Paper 1 & 2) is a strong advantage.
  • Strong knowledge of booking and settling trades of various asset classes and products.


  • 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 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...


  • 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 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 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...

  • Wealth Director

    3 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 BNP Paribas Wealth Management Full time

    Job SummaryThis is a highly specialized role that requires strong analytical and communication skills. As a Senior Financial Operations Associate, you will play a key part in ensuring the smooth operation of our financial systems and processes.About UsBNP Paribas Wealth Management is one of the world's top wealth management companies. We provide private...


  • 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 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...

  • Wealth Director

    3 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 Ares Management Corporation Full time

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we...

  • Wealth Manager

    1 week ago


    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob Overview:The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

  • Wealth Management

    3 weeks ago


    Singapore BNP Paribas Wealth Management Full time

    Execution and Transactions Processing Receive orders and instructions directly from clients For certain products types, quote prices to clients Ensure pre-trade due diligence checks Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check Capture executed deals in systems by cut-off...


  • Singapore ELITE WEALTH CONSULTANCY Full time

    Company OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.

  • Wealth Management

    1 month ago


    Singapore BNP Paribas Wealth Management Full time

    Position Purpose Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism 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...

  • Management Associate

    3 weeks ago


    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    Roles & ResponsibilitiesReports To:DirectorJob Overview:The Management Associate will be part of an exciting team that is crucial to the growth of the organisation. This position is an all-rounded role responsible for (including but not limited to) Sales, Marketing and Recruitment. He/She works with the team to come up with various campaigns for the above...

  • 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...