Private Wealth Consultant

Direct message the job poster from Great Eastern Financial Advisers Private Limited 6x MDRT with 2x COT, Executive Senior Manager (ChFC/S, CLU) | GEFA Company Description My young and dynamic team represent Great Eastern Financial Advisers (GEFA), the largest financial advisory firm in Singapore! As a subsidiary of Great Eastern Holdings and a member of the...

**Role Overview**: **Key Responsibilities**: - Assist in managing investment portfolios across asset classes (public equities, private equity, real estate, fixed income) - Organising, analysing and interpreting data to extract meaningful insights to support decision making for investments and operations. - Liaise with private banks, fund managers, legal...

**PWM** Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience,...

**Responsibilities** - Receive Private Wealth sales pipeline from multiple channels, mainly digitally from marketing activities, and conduct efficient conversion into private wealth clients. - Develop and implement strategic initiatives to help private wealth marketing team to expand leads funnels, including but not limited to supporting from private wealth...

Functional Consultant wanted! career at an exciting FinTech firm! Company: Wealth Dynamix Role: Functional Consultant Location: Singapore Start Date: ASAP Would you like to join one of the fastest growing FinTech firms in Europe? Our client is looking for an analytical self starter looking for experience in software delivery. If Who is the company? -...

Build and maintain relationships with Ultra High Net Worth (UHNW) individuals and their businesses. - Provide bespoke investment advice and manage discretionary portfolios. - Liaise with private banks to optimize client solutions. - Establish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs). - Offer strategic planning for...

**Job Highlights** - Flexible working hours / Strive for work life balance - 1-1 Mentorship with experienced Leader - Training will be provided - Excellent learning platform on financial portfolio management - Career advancement to managerial/consulting position **Responsibilities**: - Acquire and manage a pool of clients’ insurance portfolios - Build...

**Summary and Overview** - Associate, Private Wealth - Singapore - Permanent - Full Time - Competitive Salary & Benefits Are you ready to start your career in private wealth and fiduciary services? At **Equiom**, we’re looking for a motivated and detail-driven **Associate, Private Wealth** to join our Private Wealth team. This is an exciting opportunity...

An exciting and challenging new opportunity to work within a fast growing, boutique Private Wealth Management organization. The firm is looking for an experienced, highly motivated and hungry to succeed Private Wealth Manager. Private Wealth management products and services are one of the key focus areas for this organization. **Role**: - A position...

Job Description Build and maintain relationships with Ultra High Net Worth (UHNW) individuals and their businesses. Provide bespoke investment advice and manage discretionary portfolios. Liaise with private banks to optimize client solutions. Establish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs). Offer strategic planning for...