Wealth Specialist

Roles & Responsibilities 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...

Roles & ResponsibilitiesDo 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 youIn this exciting role, you will play a...

Job Description: A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively. Job Scope and Responsibilities: Assess clients' financial goals, risk tolerance, and investment preferences. Create customized financial plans and investment strategies. Provide recommendations on...

Job Title: Wealth SpecialistAbout the Role:We are seeking a skilled professional to join our team as a Wealth Specialist. As a key member of our team, you will be responsible for conducting in-depth reviews of high-net-worth individuals and families to ensure compliance with regulatory requirements.Key Responsibilities:- Conduct comprehensive reviews of...

**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...

Wealth Management Associate Get a head start to achieving financial independence by being your own boss Why get trapped in a dead-end job for years? With slow income or career growth, no work-life-balance, or face retrenchment, before realising it is not right for you? Think of the opportunity cost and time you lost. Join the dynamic team at CO Wealth...

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...

Job Title: Wealth Management SpecialistDBS Treasures is a leading wealth management platform in Singapore, offering comprehensive banking services and investment solutions to high net-worth clients.Key Responsibilities:Provide customized financial analysis and advice to help clients achieve their wealth goals.Collaborate with product specialists to offer...

Roles & ResponsibilitiesWealth Management AssociateAre you experiencing slow income or career growth? No work-life-balance? At risk of retrenchment through events you cannot control?It may be time to change your mindset about what a rewarding career means, and how you are going to achieve your life goals in the next 10 years…Join the dynamic team at CO...

Job Title: Wealth Management SpecialistA wealth management specialist plays a vital role in helping individuals and corporations achieve their financial goals. If you are looking for a challenging yet rewarding career, this might be the opportunity for you.About the JobThis is an exciting opportunity to join our team of experienced professionals who are...