Banking Wealth Planning

**Private Bank - CBD / Downtown** **12 months contract - Wealth Planning Support** **Up to $6800** **_ Responsibilities: _** - Support Wealth Planning advisors and Relationship Managers in relation to the insurance referral process - Coordinate the review of new product launches from a wealth planning perspective by working with other internal...

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 a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...

The shortlisted applicants can look forward to providing a sound wealth management and financial advisory services and helping customers make informed decisions about their money in order to achieve their life goals. The array of products and services would include loans, credit cards, investment and unit trusts, insurance, and priority...

Job Description We are looking for dynamic individuals to join our banking client as Wealth Planning Managers. You will be responsible for engaging retail banking customers to understand their financial goals and providing sound financial advice across a suite of personal banking and wealth management products. Key Responsibilities: Serve retail banking...

As a Wealth Planning Manager with Asia’s best bank, you will be part of our award-winning team based in either a Branch or Non-Branch team to provide a personalized banking experience for our customers. Fulfilling and varied, a typical workday might look like this: - Provide financial advice to clients through offering wealth management solutions, such...

As a **Wealth Planning Manager, **you will be part of our award-winning teams to provide a personalized banking experience for our customers. **Fulfilling and varied, a typical workday might look like this** - A wealth planning manager would primarily serve the individual retail customer and advise them on various personal banking and financial products...

Roles & Responsibilities[Job ID: 533220]Join our team as a Wealth Planning Manager, where you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals.Responsibilities:Serve individual retail customers and advise them on various personal banking and financial products and services. Engage...