Wealth planning

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...

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...

Job OverviewWe are seeking a skilled Wealth Planning Manager to join our Consumer Banking Group. As a key member of our team, you will be responsible for managing relationships with high net worth individuals and providing personalized wealth planning solutions.Key ResponsibilitiesDevelop and implement comprehensive wealth plans for clientsProvide ongoing...

Job SummaryWe are seeking a skilled Wealth Planning Advisor to join our team at TALENTSIS PTE. LTD. This is a fantastic opportunity for someone looking to kickstart their career in wealth management.About the RoleIn this role, you will be responsible for providing holistic financial planning advice to customers, identifying suitable financial solutions...

At Selby Jennings, we are seeking a skilled Wealth Planning Support Specialist to join our team at an international private bank. This role will provide support to the senior wealth planning team, assisting with various tasks and responsibilities.Key Responsibilities:Assist the senior wealth planning team with marketing support and client queries.Coordinate...

We are currently recruiting for a local banking client: Job Details: Basic salary starting from $3,300 + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to 1:30 PM (Onsite - non-negotiable) Comprehensive training will be provided - 3 weeks paid training Annual...

We are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. The successful candidate will be responsible for assisting the senior wealth planning team in various tasks.Key Responsibilities:Marketing Support: Provide support to the marketing team in promoting wealth planning services.Client Support: Answer queries...

Job DescriptionWe are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. This exciting opportunity will see you working closely with our senior wealth planning team to deliver exceptional support and services to our clients.About the Role:The successful candidate will be responsible for providing administrative...

Role OverviewWe are seeking a Wealth Planning Specialist to join our Consumer Banking team. In this role, you will be responsible for providing financial planning and wealth management services to our clients.About YouYou have a Bachelor's degree from a recognized university or a diploma from a local polytechnic. You are interested in financial planning or...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

We are seeking a highly skilled Wealth Planning Manager to join our team at Citi. As a key member of our organization, you will be responsible for developing and implementing strategic plans to help our clients achieve their financial goals.About the RoleCollaborate with field sales managers to support sales professionals in a particular geographic...

Wealth Planning SpecialistAt United Overseas Bank, we're seeking a skilled Wealth Planning Specialist to join our team.About the RoleThe successful candidate will be responsible for ensuring the completeness and compliance of financial planning documents submitted by Client Advisors. They will also be trained to handle data updates, generate reports, and...

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...

The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients' wealth planning needs and objectives.Main ResponsibilitiesMeet with clients and EFG Client Relationship Officers (CROs)...

Position: Permanent (Basic with allowances and commissions available) Working Hours: Branch Working Hours Location: Islandwide (Working location nearest to you) Fresh Graduates are Encouraged to Apply! Join a career briefing to learn more about the role! Comprehensive training will be provided. About the Job: We are seeking a motivated and experienced...

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 play a crucial role in providing financial solutions to our customers.Key Responsibilities:Ensure completeness of documents submitted by Client AdvisorsEnsure compliance with regulatory requirements...

DBS Bank, a leading financial institution in Singapore, is seeking an experienced Financial Planning Specialist to join our Wealth Management team.About the RoleThe ideal candidate will have at least 6 years of sales experience and a strong understanding of financial planning principles. They will be responsible for providing innovative product solutions to...

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...

About OCBC BankAs a leading banking group in Southeast Asia, we cater to the needs of almost 3 million customers across Singapore, Malaysia, Indonesia, and China. Our Group Consumer Financial Services division serves high net worth, premier, and emerging affluent individuals through our private banking, wealth management, and affluent banking...

( Job ID: 533220 ) • Identify individual retail customer and advise them on various personal banking and financial products and services offered by the bank.• Provide clients with advice on managing their finances, investment and banking products.• Keeping up with market trends and regulatory changes to better serve clients and stay competitive.•...