Assistant relationship manager, core wealth

Company OverviewWe are a dynamic organization, Elite Wealth Consultancy, focused on empowering our clients to grow and manage their wealth effectively. We believe in the unique strengths of each individual and seek enthusiastic and driven individuals to join us on this journey of growth and success.SalaryWe offer a competitive salary range estimated at...

We are seeking a highly motivated and enthusiastic individual to join our dynamic team at Elite Wealth Consultancy as an Investment Associate. This is a unique opportunity for you to grow and manage wealth effectively.The role comes with an estimated salary of $80,000 per annum, making it an attractive option for those looking to advance their careers in...

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...

Elite Wealth Consultancy offers a unique opportunity for individuals to excel in wealth management. This role involves comprehensive training and development to equip you with the necessary skills to manage client portfolios effectively.We estimate this position will be filled by an individual who earns approximately $85,000 per year, based on industry...

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...

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.

Roles & ResponsibilitiesJob Description:1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;2. Build and develop a deep understanding of clients’ investment needs;3. Provide sound financial advice to clients working in partnership with different internal teams;4. Be a strong advisor to the clients in their wealth planning...

Roles & ResponsibilitiesJob Description:1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;2. Build and develop a deep understanding of clients’ investment needs;3. Provide sound financial advice to clients working in partnership with different internal teams;4. Be a strong advisor to the clients in their wealth planning...

About ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.Alpha Wealth Financial Advisers Pte. Ltd. is a dynamic financial services company that offers personalized wealth management solutions to its clients.Salary Range:$80,000 - $120,000 per annumJob Description:We are seeking a skilled and ambitious Wealth Management Expert to join our team. As a key member of our...

About UsApex Wealth Management LLP is a dynamic and forward-thinking financial services company dedicated to helping individuals achieve their long-term financial goals.Salary PackageThe successful candidate will be offered a competitive salary, estimated at £35,000 - £50,000 per annum, depending on experience.Job DescriptionClient Acquisition: Identify...

Roles & ResponsibilitiesYou key role is to introduce, consult and sell wealth and financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive...

Roles & ResponsibilitiesYou key role is to introduce, consult and sell wealth and financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive...

Wealth Investment AdvisorAre you a results-driven individual seeking a dynamic career in wealth management?About the Role:Drive client acquisition and retention through exceptional sales and customer service skills. Collaborate with partners to deliver comprehensive client services, including wealth and investment planning, insurance, mortgage, and estate...

Wealth Asia LLP seeks a driven and ambitious Sales and Business Development Intern to support our growth strategy. This internship offers valuable exposure to the world of financial advisory, consulting and sales expertise.As a Key Player in Wealth Management Expansion, you will be responsible for participating in sales and marketing activities, receiving...

Roles & ResponsibilitiesKey Responsibilities Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients Provide clients with regular market updates, endeavouring to understand our clients' financial needs and recommending...

Roles & ResponsibilitiesKey Responsibilities Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our offshore banking Priority clients Provide clients with regular market updates, endeavouring to understand our clients' financial needs and recommending...

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...

About the Role: As a Relationship Manager focusing on the Asia market, you will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region. You will work closely with clients to understand their financial needs and provide tailored wealth management strategies...

Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

Job Description: 1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients; 2. Build and develop a deep understanding of clients’ investment needs; 3. Provide sound financial advice to clients working in partnership with different internal teams; 4. Be a strong advisor to the clients in their wealth planning and work to...