
Wealth Planning Manager
1 week ago
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 insurance, structured deposits, loans and unit trusts
- Play an active part in planning campaigns across the bank or within the branch
- Develop and strengthen long-term relationships with clients
- If based in a Non-Branch environment, you will be assigned to a centralized office where focus will be on tele-prospecting
- You will also be actively involved in seminars, events and sales campaign
**Requirements**:
We want driven, service-oriented individuals like you with:
- A degree in any discipline
- A willingness to work on a flexible schedule that includes weekends
- A passion for banking and wealth management
**Salary**: From $3,000.00 per month
Schedule:
- Day shift
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Managing Director
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Singapore Leo Wealth Full timeManaging Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...
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Managing Director
24 hours ago
Singapore Leo Wealth Full timeManaging Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...
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Wealth Management Specialist
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Singapore WEALTH ASIA LLP Full timeRoles & 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...
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Wealth Manager
2 days ago
Singapore DH WEALTH MANAGEMENT PTE. LTD. Full timeWe 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)...
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Wealth Manager
2 days ago
Singapore DH Wealth Management Pte Ltd Full timeWe 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)...
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Private Wealth Director
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Singapore Prestige Wealth Full timePosition 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...
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Wealth Management Intern
1 week ago
Singapore WEALTH ASIA LLP Full timeRoles & Responsibilities Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and management ...
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Wealth Management Intern
6 days ago
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apex wealth manager
1 week ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & Responsibilities Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...