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...

**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...

**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...

Hays SingaporePosted 3 hours ago In-Office Permanent Negotiable Looking for a Wealth specialist with expertise in both investment advisory and treasury specialist experience. **Your new company** Our client is one of the largest bank globally with a strong reputation as a trusted financial institution to the public. They are looking for a Wealth...

Job DescriptionAs a Wealth Management specialist, this role involves working within a team under the responsibility of a Team Coordinator. The team member works with a specific Wealth Management Zone, supporting one or several Relationship Managers in the administrative and operational management of their client portfolios.The key relationship position...

Family Office and Wealth Planning Specialist (Vice President/Executive Director) Join to apply for the Family Office and Wealth Planning Specialist (Vice President/Executive Director) role

Onboarding SpecialistThis is a key role that supports the front office in timely and compliant onboarding of new Private Wealth clients. The Onboarding Specialist will work closely with the Relationship Managers to ensure all necessary documentation is complete, accurate and compliant with regulatory and internal standards.Key ResponsibilitiesSupport the...

Wealth Management Specialist Key Responsibilities:Deliver comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.Identify and pursue new business opportunities within the...

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...