Wealth Specialist

Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

Description Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals,...

**Job Title**: Wealth Specialist **Job Highlights**: - Highest Remuneration - Attractive performance commissions - Allowance scheme and performance bonus to jump-start your career - Career Advancement - Work Life Balance - Family-oriented working culture - Strong support and guidance **Principal Responsibilities**: - Understand and analyse clients’...

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...

Wealth Planning Specialist (Vice President/Executive Director) 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...

Wealth Protection Specialist Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the...

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...

Company Acellance Group Designation Wealth Management Specialist Date Listed 28 Oct 2024 Job Type Entry Level / Junior Executive, Experienced / Senior Executive - Full/Perm Job Period Flexible Start, Permanent Profession Banking / Finance Industry Finance Location Name Robinson Road, Robinson Point, Singapore - Work from Home Address 39 Robinson Rd,...

There was a time you were convinced that becoming a Financial Adviser was the right path for you, but did any of these reasons make you step away? - Unable to build a stable and growing income? - Insufficient mentorship and guidance from your leaders? - Lack of marketing support or activities for sales lead generation? If you possess the drive, attitude and...

Description We are looking for a Wealth Operations Specialist to join our team. In this role, you will ensure smooth onboarding, compliance, and lifecycle management for wealth management clients while driving process efficiency and regulatory adherence. Key Responsibilities: Perform client onboarding processes including document review and