Wealth Client Services Specialist

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...

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...

1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Remuneration: Up to S$6000 monthly in stipend*, in addition to fees & commissions from first dollar up About the Role Providing your clients with Advice and Support with regard to their Wealth (Investments and Insurance) portfolios. Collaborating with...

**JOB DESCRIPTION** Join the dynamic Client Service Specialist team at J.P Morgan’s APAC Private Banking business with a focus on Southeast Asia (SEA) market and deliver exceptional experiences to our clients, Bankers and Investors. **Job Summary**: As a Client Service Specialist for J.P Morgan’s APAC Private Banking business, you will be the primary...

**JOB DESCRIPTION** Join the dynamic Client Service Specialist team at J.P Morgan’s APAC Private Banking business with a focus on Taiwan and Hong Kong markets and deliver exceptional experiences to our clients, Bankers and Investors. **Job Summary**: As a Client Service Specialist for J.P Morgan’s APAC Private Banking business, you will be the primary...

A leading multi-family office in Singapore is seeking a driven individual for a Client Servicing role. Ideal candidates will have at least 2 years in Wealth Management, strong organizational skills, and proficiency in client servicing. The position offers growth opportunities in a dynamic environment, with responsibilities including support for trade...

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...

About the Role We 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...

About the Company Beecroft Animal Specialist & Emergency Hospital is Singapore's leading independent referral veterinary hospital, located near Labrador Park MRT. Our expert team includes specialists in small animal surgery, internal medicine, neurology, exotic companion mammals, cardiology, and emergency & critical care. With state-of-the-art facilities,...

About the Company Beecroft Animal Specialist & Emergency Hospital is Singapore's leading independent referral veterinary hospital, located near Labrador Park MRT. Our expert team includes specialists in small animal surgery, internal medicine, neurology, exotic companion mammals, cardiology, and emergency & critical care. With state-of-the-art facilities, we...