Wealth Client Servicing

The Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to our clients and wealth advisors. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the overall client experience. The...

1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Remuneration: Up to S$6000 monthly in stipend*, in addition to fees & commissions from first dollar up About the Role Providing your clients with Advice and Support with regard to their Wealth (Investments and Insurance) portfolios. Collaborating with...

**Do 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 a vital role by...

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Join Titans Private Wealth, representing Manulife FA's Top Branches, and build a distinguished career advising affluent and high‐net‐worth clients on investments, trust planning & legacy strategies. What You'll Do Advise private clients on wealth...

In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with...

About the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...

A leading financial services firm in Singapore seeks a Client Associate to provide operational support and enhance client experience for their high-net-worth clients. This role requires at least 2 years of experience in client service within the financial industry and strong communication skills. Responsibilities include maintaining client accounts, managing...

**Wealth Manager**: **Reports To**: Director **Job Overview**: The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

About the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...

A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, real estate, and insurance. Determine the client's assets, liabilities, cash flow, insurance coverage, tax status, and...