Wealth Manager

**Do 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 a vital role by...

In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with...

Company Brian Chok's Wealth Management Designation Wealth Management Internship Date Listed 05 Nov 2024 Job Type Entry Level / Junior Executive - Intern/TS Job Period From 09 Dec 2024 - 20 Dec 2024 Profession Banking / Finance Industry Finance Location Name 101 Thomson Road, Singapore Address 101 Thomson Rd, Singapore 307591 Map Allowance / Remuneration $500...

The Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to our clients and wealth advisors. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the overall client experience. The...

**Wealth Manager**: **Reports To**: Director **Job 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...

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Join Titans Private Wealth, representing Manulife FA's Top Branches, and build a distinguished career advising affluent and high‐net‐worth clients on investments, trust planning & legacy strategies. What You'll Do Advise private clients on wealth...

**Job Highlights** - Flexible working hours / Strive for work life balance - 1-1 Mentorship with experienced Leader - Training will be provided - Excellent learning platform on financial portfolio management - Career advancement to managerial/consulting position **Responsibilities**: - Acquire and manage a pool of clients’ insurance portfolios - Build...

**Job Scope**: - Expand business contact and increase client base for company. - Perform financial needs analysis and value add to client’s objective. - Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum. - Handle client’s investment portfolios and update market movement. - Develop...

About the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...

A leading wealth management institution in Singapore is seeking an experienced professional to contribute to applied research projects focused on key issues affecting private wealth owners and family offices. The ideal candidate will possess strong analytical and communication skills, with a background in finance or relevant fields. This role offers a...