Wealth Planner

Join to apply for the Wealth Planner role at EFG International The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives. Main Responsibilities Meet...

This 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 & Support Provide direct administrative and analytical support to the Executive Wealth...

This 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 & Support Provide direct administrative and analytical support to the Executive Wealth...

The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives. **Main Responsibilities** - Meet with clients and EFG Client Relationship Officers...

The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives.Main ResponsibilitiesMeet with clients and EFG Client Relationship Officers (CROs) to...

Job HighlightsBuild relationships with clientsCareer AdvancementJob ResponsibilitiesAcquire and manage a pool of clients' investment portfoliosUnderstand clients' financial objectives and investment requirementsProvide information and comparisons for clients to make informed decisionsBuilding and maintaining long-term relationship with clientsDeveloping own...

We need an Estate Planner to focus on the comprehensive management, structuring, and legal transfer of a client's wealth and assets to their chosen beneficiaries, both during their lifetime and after death.Key responsibilitiesConducting Comprehensive Reviews: Analysing the client's total financial situation, including assets (e.g., property, investments,...

Overview Start Your Career in Wealth Management with Us!Are you passionate about personal finance and looking to build a meaningful career helping others achieve their life goals?We are expanding our dynamic team of Wealth Planners. We’re looking for motivated individuals who are keen to develop a professional career in financial advisory — no prior...

We need an Estate Planner to focus on the comprehensive management, structuring, and legal

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...