Bancassurance Advisor/counsellor

**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**250000AZ**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...

**Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**240001TB**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...

**About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

Company OverviewDBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions...

Business Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...

**About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

**About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**240001BI**)** **Roles & Responsibilities**: - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products - Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and...

**FX Advisor/Counsellor - Wealth Specialists** **-** **(**250000BD**)** **Primary Responsibilities**: - To champion and increase revenue income and volume on all FX and FX-related product for Premier clients. - Monitor and ensure prompt execution of all FX products under the Premier FX product shelf. - Call on existing Premier client to determine FX needs...

Business Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...

XCL World Academy is seeking to appoint a dynamic, experienced **University and Career Guidance Counsellor.**This is a full-time contract position commencing from 1st August 2025. **Main Responsibilities** - Supporting and implementing a career education programme for SY Students. - To inform and guide SY Students and parents about tertiary education...

Job DescriptionThe Wealth Management Client Advisor will work closely with our investments counsellors to co-manage client portfolios and generate investment revenue. This role requires a solid understanding of local regulatory requirements and the ability to conduct business with professionalism and integrity.

**Roles & Responsibilities**: - For Wealth Advisor (Investments) role, you will provide Unit Trust advisory support to Relationship Managers (RMs). - For Wealth Advisor (Bancassurance) role, you will provide advisory services on Universal Life and other suitable Premier Bancassurance products. - Provide portfolio advisory support to Relationship Managers...

Sales ExcellenceYou have one goal: creating, growing and strengthening the wealth of our high net-worth customers and their families. This simple yet sophisticated goal drives you to uncover and understand our clients' every need and deliver the right product solutions to enable their success.Our team consists of proficient relationship managers, seasoned...

Roles & ResponsibilitiesXCL World Academy is seeking to appoint a dynamic, experienced University and Career Guidance Counsellor. This is a full-time contract position commencing from 1st August 2025.Main ResponsibilitiesSupporting and implementing a career education programme for SY Students. To inform and guide SY Students and parents about tertiary...

**Responsibilities**: - Provide support to Financial Advisors and Investment Counsellors in all matters relating to execution of Client trades with the Banks or Prime Brokers with whom our Clients maintain their accounts. - Liaise with Financial Advisors, Investment Counsellors, relevant Banks / Prime Brokers and other external service providers to manage...

**Premier Private Client - Client Advisor (Onshore)** **-** **(**2500007I**)** As a Client Advisor with Premier Private Client, your roles & responsibilities will include: - Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). - Develop and strengthen their relationships with the...

**Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services** **-** **(**2500004V**)** We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North...

**Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services** **-** **(**240001TF**)** We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North...

DBS Treasures: A Leading Wealth Management PlatformDBS Treasures is a unique wealth management platform in Singapore, catering to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management...