Wealth Planner

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)...

Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

Roles & ResponsibilitiesJob MandateTrust Advisory Business, Family Offices.Responsible for structured account conversions, account administration and risk management.Duties and ResponsibilitiesSales Functions (50%)· Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate ...

About the RoleWe are seeking a highly skilled and motivated Senior Wealth Planner - Retail Banking to join our team at BANK OF CHINA LIMITED.This is an exciting opportunity for individuals who enjoy building relationships with customers, providing financial advice, and growing their wealth with us.

We are seeking a Strategic Wealth Planner to join our team at PERSOLKELLY SINGAPORE PTE. LTD.Job SummaryFulfilling and varied, a typical workday of a Strategic Wealth Planner might look like this:You will primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.You are...

Our client, a 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...

Our client, a 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...

Roles & ResponsibilitiesThe Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship...

Unlock 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...

About ProgenyProgeny (SG) Pte. Ltd. is a leading professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices, and charities.We pride ourselves on building successful relationships by delivering high-quality service, upholding accountability, and prioritizing personal commitment to our clients,...

At Abundant Life Planners PTE LTD, we are seeking a skilled Financial Planner to join our team in Singapore and the APAC region. This is an exciting opportunity for someone who wants to grow their own portfolio of clients and provide bespoke financial planning and investment strategies.Company OverviewAbundant Life Planners is a Pinnacle Agency that serves...

About Warchest PTE. LTD.">Warchest PTE. LTD. is a leading company in the financial industry, dedicated to helping individuals achieve their long-term financial goals.Salary:The estimated salary for this role is around SGD 80,000 - SGD 120,000 per annum, depending on experience and qualifications.Job Description">We are seeking an experienced Financial...

Roles & ResponsibilitiesAs a Relationship Manager, you will engage in day-to-day tasks such as financial planning, retirement planning, investment management, and providing financial advisory services. This role involves working closely with clients to understand their needs and develop customized financial strategies.We offer B2B and B2C solutions in the...

Job OverviewWe are seeking an experienced Strategic Financial Planner to join our Retail Banking team at BANK OF CHINA LIMITED. As a key member of the team, you will play a crucial role in providing comprehensive financial advice and wealth management solutions to retail customers.

Job MandateWe are seeking a seasoned Wealth Planner to join our team at BDO UNIBANK, INC. (SINGAPORE BRANCH). As a key member of our Trust Advisory Business, you will be responsible for structured account conversions, account administration and risk management.ResponsibilitiesAnalyze client circumstances, objectives, limitations/nuances with the end view of...

Job SummaryWe are seeking a Senior Wealth Management Specialist to join our team at MANULIFE FINANCIAL ADVISERS PTE. LTD. This is an excellent opportunity for individuals who are passionate about providing financial planning and wealth management services to clients.About the RoleThe successful candidate will be responsible for understanding and addressing...

Job Description:ACELLANCE GROUP LLP is seeking an exceptional Financial Planner Consultant to join our team. This is a fantastic opportunity for individuals who are ambitious, results-driven, and possess excellent communication and interpersonal skills.In this role, you will be responsible for contacting high net worth prospects and clients to set up...

We are seeking a skilled Estate Wealth Manager to join our team at ABUNDANT LIFE PLANNERS PTE LTD.Salary:S$120,000 - S$180,000 per annum, depending on experience.About the Role:The successful candidate will be responsible for managing and expanding a portfolio of Ultra High-Net-Worth (UHNW) clients, providing them with tailored wealth management services...

Roles & ResponsibilitiesAbundant Life Planners is a Pinnacle Agency, serving clients through financial planning and investment strategies. We provide bespoke services to individuals and businesses, ranging from Small Medium Enterprises to Multi-National Corporations.Thanks to our strong strategic alliances with legal and accounting specialists, we...

About ABUNDANT LIFE PLANNERS PTE LTDAs a leading financial services company, we offer a comprehensive range of wealth management solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals.Compensation PackageWe offer a competitive salary package that includes a base salary...