Wealth planning manager

Roles & ResponsibilitiesWealth ManagerReports To:DirectorJob 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...

Roles & ResponsibilitiesAs a Senior Wealth Strategist at APEX WEALTH MANAGEMENT LLP, you will have the opportunity to advance your career in the finance industry and work towards managerial positions. You will benefit from comprehensive training and mentorship to gain the necessary skills and certifications for financial advisory duties. This role is ideal...

Job OverviewWe are seeking a skilled Wealth Planning Manager to join our Consumer Banking Group. As a key member of our team, you will be responsible for managing relationships with high net worth individuals and providing personalized wealth planning solutions.Key ResponsibilitiesDevelop and implement comprehensive wealth plans for clientsProvide ongoing...

Company OverviewWe are ELITE WEALTH CONSULTANCY, a dynamic organization dedicated to empowering our clients to grow and manage their wealth effectively. Our mission is to provide exceptional services that meet the unique needs of each individual.

Job Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis. You will manage existing and new client relationships in a professional manner, with the full support of management and in line with the professional...

Job SummaryAs a Wealth Management Professional at BNP Paribas Wealth Management, you will be responsible for contributing to the team's performance, achieving efficiency, and promoting team spirit and professionalism. You will identify, originate, develop, and maintain client relationships on an advisory basis, managing existing and new client relationships...

Position OverviewThe Wealth Management Advisor will play a vital role in fostering long-term relationships with high net worth clients, providing expert advice on investment strategies and product solutions to meet their evolving needs.

We are currently recruiting for a local banking client: Job Details: Basic salary starting from $3,300 + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to 1:30 PM (Onsite - non-negotiable) Comprehensive training will be provided - 3 weeks paid training Annual...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

We are seeking a highly skilled Wealth Planning Manager to join our team at Citi. As a key member of our organization, you will be responsible for developing and implementing strategic plans to help our clients achieve their financial goals.About the RoleCollaborate with field sales managers to support sales professionals in a particular geographic...

Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

Key Responsibilities:As a Wealth Director at APEX WEALTH MANAGEMENT LLP, you will provide advisory services on all Bancassurance products under the Personal Banking segment. This includes conducting training and continuing education for Personal Financial Consultants on Bancassurance products.You will be responsible for achieving revenue targets set out by...

Job SummaryWe are seeking a skilled Wealth Planning Advisor to join our team at TALENTSIS PTE. LTD. This is a fantastic opportunity for someone looking to kickstart their career in wealth management.About the RoleIn this role, you will be responsible for providing holistic financial planning advice to customers, identifying suitable financial solutions...

At Selby Jennings, we are seeking a skilled Wealth Planning Support Specialist to join our team at an international private bank. This role will provide support to the senior wealth planning team, assisting with various tasks and responsibilities.Key Responsibilities:Assist the senior wealth planning team with marketing support and client queries.Coordinate...

We are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. The successful candidate will be responsible for assisting the senior wealth planning team in various tasks.Key Responsibilities:Marketing Support: Provide support to the marketing team in promoting wealth planning services.Client Support: Answer queries...

Job DescriptionWe are seeking a highly skilled Wealth Planning Support Specialist to join our team at Selby Jennings. This exciting opportunity will see you working closely with our senior wealth planning team to deliver exceptional support and services to our clients.About the Role:The successful candidate will be responsible for providing administrative...

Role OverviewWe are seeking a Wealth Planning Specialist to join our Consumer Banking team. In this role, you will be responsible for providing financial planning and wealth management services to our clients.About YouYou have a Bachelor's degree from a recognized university or a diploma from a local polytechnic. You are interested in financial planning or...

Position Purpose Contribute and responsible for the team performance, achieving efficiency, risk control and promoting team spirit and professionalism Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis Manage existing and new client relationships in a thoroughly professional manner with the full...