Wealth Planning Consultant

Roles & ResponsibilitiesAs a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...

Roles & Responsibilities As a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...

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 remuneration packages, we offer non-financial benefits and...

**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...

**Pre Sales Consultant - Fintech - Private Banking** **Pre Sales Consultant** wanted as our team is growing fast! Company: Wealth Dynamix Role: Pre Sales Consultant Location: Singapore Start Date: Dec 24 **Who are we?** - Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative...

**Join Us as a Wealth Consultant Build Wealth, Empower Lives, Grow Your Career!** **Why Youll Love Working With Us** - **Attractive Salary + Performance-Based Incentives** Your success directly impacts your income. - **Fast-Track Career Growth** High performers move up quickly with clear advancement pathways. - **3-Month Intensive Training Program** No...

Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...

**Private Bank - CBD / Downtown** **12 months contract - Wealth Planning Support** **Up to $6800** **_ Responsibilities: _** - Support Wealth Planning advisors and Relationship Managers in relation to the insurance referral process - Coordinate the review of new product launches from a wealth planning perspective by working with other internal...

Role Overview We are seeking a highly skilled professional to fill the position of Senior Asset Management Specialist. This role involves supporting projects, legal documentation, and resource management while assisting with complex wealth planning structures. Mandatory Qualifications and Skills Bachelor's degree in Law, Accountancy, or related field; ...

Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...