Wealth Specialist

**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...

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...

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...

We are recruiting a Sales Specialist to focus on achieving sales targets, managing client relationships, and acting as a wealth and financial product expert.Key responsibilitiesMeeting or exceeding weekly, monthly, and annual sales quotas and performance metrics.Formulating and executing sales strategies tailored to drive product/service adoption.Identifying...

We are recruiting an Investment Sales Specialist within the wealth and financial services sector.Key ResponsibilitiesClient Acquisition & Sales Targets: Actively prospect, identify, and acquire new high-net-worth (HNW) or institutional clients to grow the investment portfolio and meet aggressive sales and revenue targets.Relationship Management: Cultivate...

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...

**Wealth Planning Specialist (Vice President/Executive Director)** **-** **(**2500008I**)** **Description** This position is responsible for advising clients on holistic wealth planning and family office solutions with respect to estate, succession, inter-generational transfer, preservation, family office and liquidity planning and plays a role in business...

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

-Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

As a Premier Wealth Manager (Offshore), you will be responsible for: - Acquiring and prospecting new customers for the Premier Wealth Offshore segment - Planning and managing clients' assets by matching Maybank financial and investment product solutions to their financial needs and working closely with the various product specialists - Building a strong...