Director, Private Wealth Management
2 days ago
Our Client: Our Client 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 personalized solutions to clients at every stage of life and wealth. As an independent firm, we are owned and operated by partners who prioritize providing trusted advice, international expertise, and personal commitment to our clients. Role Description: The Director of Private Wealth Management will be responsible for business development, managing client relationships, overseeing and executing financial planning strategies, managing wealth management services, and implementing investment, tax, and estate strategies. The role is for a senior professional with an existing client base and involves working closely with clients to develop personalized financial plans, providing guidance on asset allocation, and ensuring optimal financial outcomes. This role will work closely with the senior partners of the firm, the investment team, and the tax team. Qualifications: Current transferable client base and the ability to develop further business and bring on new clients Experience in financial planning and wealth management services Ideal candidate will have experience with cross-border clients and comprehensive planning Strong knowledge of investments, asset allocation, and finance Expertise in specialized areas including tax, insurance and estate planning Excellent analytical, technical and problem-solving skills Team player who can work within a diverse team Ability to develop and maintain client relationships Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred MAS / SEC licensed and related experience are strongly preferred Bachelor's degree in Finance, Economics, or a related field Long-term commitment to Singapore/Asia Must-have qualifications: Are you comfortable commuting to this job's location? Ideal answer: Yes How many years of work experience do you have with Private Wealth Management? Ideal answer: 10 Do you currently develop and maintain private client relationships and have direct experience managing a book of clients? Ideal answer: Yes Are you directly managing a transferable book of private clients and a discretionary AUM of at least 50 mil USD? Ideal answer: Yes Preferred qualifications: Do you have a secondary credential (MBA, CFA, CFP, TEP, CPA, CAIA, Insurance etc.)? Ideal answer: Yes #J-18808-Ljbffr
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Wealth Manager
2 weeks ago
Singapore DH Wealth Management Pte Ltd Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
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Wealth Manager
2 weeks ago
Singapore DH WEALTH MANAGEMENT PTE. LTD. Full timeWe are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...
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Director, Private Wealth Management
1 day ago
Singapore Singapore Executive Services Pte. Ltd. Full time $150,000 - $250,000 per yearOur Client:Our Client 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 personalized solutions to clients at every...
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Singapore Talentvis Singapore Pte. Ltd. Full timeDirector - Relationship Manager (Private Wealth Management) Director - Relationship Manager (Private Wealth Management) Talentvis Singapore Pte. Ltd. Singapore Apply now Posted 1 day ago In-Office Job Permanent S$250k - S$350k Director - Relationship Manager (Private Wealth Management) Talentvis Singapore Pte. Ltd. Singapore Apply now We are assisting a...
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Singapore Talentvis Singapore Pte. Ltd. Full timeDirector - Relationship Manager (Private Wealth Management)Director - Relationship Manager (Private Wealth Management) Talentvis Singapore Pte. Ltd. Singapore Apply now Posted 1 day ago In-Office Job Permanent S$250k - S$350k Director - Relationship Manager (Private Wealth Management) Talentvis Singapore Pte. Ltd. Singapore Apply now We are assisting a...
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Wealth Managers
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Singapore Wealth Asia LLP Full timeDescription Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals,...
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Singapore Apollo Global Management, Inc. Full timeDirector, Global Wealth Management Solutions, Southeast Asia Position Overview We are seeking a highly driven distribution candidate to represent Apollo in the Southeast Asia (SEA) Global Wealth channel. The candidate will join a fast-paced environment as a member of Apollo’s Global Wealth Management APAC team in our Singapore office. This role will suit a...
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Singapore GREENLANE PRIVATE LTD. Full time $150,000 - $200,000 per yearJob DescriptionOur client, a leading international bank with a strong regional presence, is seeking an experienced Private Banking Relationship Manager to join them in Singapore. This is a client-facing role focused on acquiring and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, delivering tailored wealth...
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Singapore Selby Jennings Full timeDirector, Market Specialist - Trust & Private Wealth Management Asia at Selby Jennings A leading private
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Junior Wealth Executive
1 day ago
Singapore Wealth Asia Full time $40,000 - $60,000 per yearThis position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.Core Function & SupportProvide direct administrative and analytical support to the Executive Wealth...
