Analyst/Associate - Wealth Client Support Specialist
7 days ago
Job Purpose We are seeking a detail-oriented and organized individual to join our team as a Wealth Client Support Specialist. The ideal candidate will have at least 1 year of working experience and a background in accounting and finance. This role will provide support to the Client Advisor team in the daily function of client relationship management, including but not limited to the administrative and operational functions of our front office, ensuring smooth and efficient support in providing a world class client experience for the UHNW. Individual Contributor or People Manager Individual Contributor. Duties & Responsibilities Provide support to team of bankers to ensure superior client experience for the organization. Assist with day-to-day administrative tasks including preparation of investment portfolio spreadsheets, trade recording, preparation of client source of wealth KYC,
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WEALTH ASIA LLP
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & Responsibilities 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...
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Wealth Management Associate
18 hours ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why 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 Advisory and...
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Wealth Management Specialist
2 weeks ago
Singapore WEALTH ASIA LLP Full timeDo 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...
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Wealth Management Analyst
7 days ago
Singapore INCRED GLOBAL WEALTH PTE. LTD. Full timeWe are seeking an Analyst within our Wealth Management business. Below are the responsibilities: - To shadow Senior relationship managers and assist them in managing their clients. - Monitor and review client portfolios and create process and templates which allows for ease of monitoring. - Use technology to improve efficiencies in all processes related to...
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Wealth Management Analyst
3 days ago
Singapore INCRED GLOBAL WEALTH PTE. LTD. Full timeWe are seeking an Analyst within our Wealth Management business. below are the responsibilities - To shadow Senior relationship managers and assist them in managing their clients - Monitor and review client portfolios and create process and templates which allows for ease of monitoring - Use technology to improve efficiencies in all processes related to...
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Wealth Management Associate
1 week ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full time**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why 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 Advisory and...
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Wealth Management Analyst
1 week ago
Singapore Bank of Singapore Full time**Wealth Management Analyst / Associate Programme 2025** **-** **(**240001FE**)** **Description** **Reach your full potential with Bank of Singapore** Our Wealth Management Analyst/ Associate Programme is a graduate programme that offers you an insight into the world of private banking and equips you with the skillsets and relevant knowledge to build...
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Singapore LIGHTHOUSE CANTON PTE. LTD. Full time**Job Purpose** **Individual Contributor or People Manager** - Individual Contributor. **Duties & Responsibilities** - Provide support to team of bankers to ensure superior client experience for the organization. - Assist with day-to-day administrative tasks including preparation of investment portfolio spreadsheets, trade recording, preparation of client...
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Wealth Management Analyst
4 days ago
BOS Singapore OCBC Full time $80,000 - $120,000 per yearBank of Singapore opens doors to new opportunities.At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive...
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Singapore Standard Chartered Singapore Full timeAssociate Director Treasury Specialist, Wealth Management Join to apply for the Associate Director Treasury Specialist, Wealth Management role at Standard Chartered Singapore . Job Summary Provide timely market updates and accurate product information to clients and stakeholders Offer appropriate solutions with consideration of clients' risk profile and...