Wealth planning associate
6 days ago
Wealth Planning Associate - Private Bank Selby Jennings Singapore Apply now Posted 5 days ago In-Office Job Permanent SGD80000 - SGD150000 per annum Our client, an international private bank, is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role Description: Marketing Support Answer queries from Relationship Managers (RMs)/clients Coordinate with the Trust Company Administrators Coordinate with Insurance Brokers / Third Party Providers In this role, you would be responsible for the following: Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies, and the set-up of family office in HK and SG Work closely with Department Head and Private Wealth Advisors to service relationships with existing clients by identifying and meeting their Wealth Planning needs Serve as the first point of contact for Private Wealth Advisors' enquiries relating to the range of wealth planning solutions offered by the Bank, including but not limited to Insurance Premium Financing Preparation of presentation material to facilitate discussion with existing and prospect clients of the Bank Requirements: Ideally previous experience working in a private bank, trust company, legal or CPA firm. Good interpersonal and communication skills Team player Ability to multitask and deal with intermediaries and colleagues on basic enquiries. #J-18808-Ljbffr
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Elite Wealth Management Consultant
7 days ago
Singapore ELITE WEALTH CONSULTANCY Full timeWe 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...
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Financial Services Associate
1 week ago
Singapore WEALTH ASIA LLP Full timeWealth Asia LLP invites applications for the position of Financial Services Associate. This role is ideal for students seeking to gain industry recognised certifications in financial services, full training on financial services and management, and opportunities to progress to agency management.As a Financial Services Associate, you will have the chance to...
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Wealth Management Professional
2 weeks ago
Singapore ELITE WEALTH CONSULTANCY Full timeElite 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...
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Fintech Specialist
2 weeks ago
Singapore WEALTH DYNAMIX PTE. LTD. Full timeWealth Dynamix PTE. LTD. is seeking a skilled Fintech Specialist to join our team in Singapore. As a key member of our Pre Sales Consultant role, you will play a crucial part in the sales process, engaging with prospects, clients, and partners to showcase our innovative requirements and their fit to the needs of modern Private Banks and Wealth Managers.The...
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Strategic Wealth Advisor
2 weeks ago
Singapore WEALTH ASIA LLP Full timeWealth 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...
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Wealth Management Associate
7 days ago
Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full timeCompany OverviewWealth Taurus Wealth Advisors PTE LTD is a leading independent wealth advisor in the Asia Pacific region, dedicated to providing conflict-free investment advice to clients. Job Description:The Investment Analyst Trainee will work closely with our team of Investment Counsellors (ICs) to support business development efforts and client-related...
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Wealth Management Intern
15 hours ago
Singapore WEALTH ASIA LLP Full timeRoles & 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•...
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Strategic Wealth Accumulation Specialist
1 week ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeAbout 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...
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Wealth Planning Expertise
2 weeks ago
Singapore Selby Jennings Full timeAbout the RoleAs a Wealth Planning Associate at Selby Jennings, you will play a key role in servicing high net worth clients with complex financial needs. You will work closely with our Department Head and Private Wealth Advisors to provide expert advice on offshore trust structuring, multi-jurisdictional tax planning, and asset succession strategies.Key...
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Wealth planning associate
1 week ago
Singapore Selby Jennings Full timeIn this role, you would be responsible for the following: Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies, and the set-up of family office in HK and SG. Work closely with Department Head and Private Wealth Advisors to service relationships with...
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Wealth Investment Advisor
16 hours ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...
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Wealth Investment Advisor
2 months ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...
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Wealth Planning Associate
2 weeks ago
Singapore Selby Jennings Full timeIn this role would be responsible for the following; Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies and the set-up of family office in HK and SG Works closely with Department Head and Private Wealth Advisors to service relationships with existing...
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(Hybrid) Wealth Management Intern
3 months ago
Singapore WEALTH ASIA LLP Full timeRoles & 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•...
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Wealth Management Specialist
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesDo 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...
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Wealth Strategist
1 week ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeUnlock a Rewarding Career as a Premier Wealth AdviserAIA FA Singapore presents an exciting opportunity to join CO Wealth Advisory, a top-performing agency of 20 years with a proven track record of success. As a Premier Wealth Adviser, you will be responsible for providing financial advice and services to individual and corporate clients, focusing on wealth...
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Wealth Planning Coordinator
1 week ago
Singapore PROGENY (SG) PTE. LTD. Full timeUnlock Your Potential in Wealth PlanningWe are seeking a highly skilled Wealth Planning Coordinator to join our dynamic team at Progeny (SG) Pte. Ltd.About UsAt Progeny, we pride ourselves on providing exceptional financial and legal services to private clients, businesses, family offices, and charities. Our commitment to building successful relationships...
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Senior Financial Operations Associate
4 weeks ago
Singapore BNP Paribas Wealth Management Full timeJob SummaryThis is a highly specialized role that requires strong analytical and communication skills. As a Senior Financial Operations Associate, you will play a key part in ensuring the smooth operation of our financial systems and processes.About UsBNP Paribas Wealth Management is one of the world's top wealth management companies. We provide private...
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Strategic Business Growth Associate
7 days ago
Singapore WEALTH ASIA LLP Full timeJob OverviewWealth Asia LLP is a leading wealth management company seeking an ambitious and driven individual to join our Sales and Business Development team as a Strategic Business Growth Associate. This exciting opportunity will enable you to contribute to the growth and expansion of our business while developing your skills in sales, marketing, and...
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Wealth Planning Manager
1 month ago
Singapore DBS Bank Full timeJob 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...