Wealth Planning Specialist

Roles & ResponsibilitiesDo 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 youIn this exciting role, you will play a...

About UsAPEX WEALTH MANAGEMENT LLP is a dynamic and innovative financial services company dedicated to helping individuals achieve their long-term financial goals. We pride ourselves on our commitment to excellence and our passion for delivering exceptional client experiences.Job Description:As a Wealth Accumulation Specialist, you will play a key role in...

Roles & ResponsibilitiesThis 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 development both with clients and stakeholders, internally and externally, and 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...

Affluent Client Specialist:Wealth Asia LLP is seeking a highly skilled and motivated Affluent Client Specialist to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial goals and develop comprehensive wealth management plans tailored to their needs.Key...

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...

Lighthouse Canton Pte. Ltd. is a global investment management firm with a presence in multiple regions, including Singapore, Dubai, India, and the UK. We are seeking an experienced Wealth Planning Expert to join our team.">The ideal candidate will have at least 10 years of experience in wealth planning, trust advisory, or private banking, with a strong...

**Position Responsibilities**: - Collaborate with financial representatives to design and develop customized wealth plans for clients. - Provide basic tax guidance related to estate planning, including estate tax, gift tax, and income tax considerations. - Integrate estate planning components with overall financial planning strategies to optimize client...

Key Responsibilities:The successful candidate will be responsible for providing Mass Affluent Wealth Planning Specialist services to our Prestigious Wealth Management customers. This includes delivering comprehensive financial advice, building strong relationships, and consistently meeting sales targets.You will also be required to stay up-to-date with...

**Job Description:**We are seeking a skilled Wealth Planning Strategist to join our team at BANK OF SINGAPORE LIMITED. As a key member of our wealth planning team, you will be responsible for advising clients on holistic wealth planning and family office solutions.**Key Responsibilities:Provide quality wealth planning advisory services to clients, including...

The role involves serving as a technical expert and resource on wealth planning matters for high net worth clients.Working closely with Relationship Managers to assist in the acquisition of new clients and retain existing ones through holistic wealth planning approaches.Staying current on planning, tax, legal and regulatory developments that impact client...

Wealth Management Opportunity:Wealth Asia LLP is a leading provider of wealth management services to affluent individuals. We are seeking a highly motivated and results-driven Wealth Management Advisor to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial...

DBS Treasures is a leading 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 banking experience, complemented by extensive wealth management solutions spanning from investments to legacy planning.As a Wealth Management...

Roles & ResponsibilitiesAs a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...

Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

Roles & ResponsibilitiesYou will participate in wealth management, sales and marketing activities, and receiving training wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help...

Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in wealth, financial services and sales management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

Investment Planning Expert:Wealth Asia LLP is seeking a highly skilled and motivated Investment Planning Expert to join our team. As a key member of our wealth management team, you will have the opportunity to work closely with our clients to understand their financial goals and develop comprehensive investment plans tailored to their needs.Key...

Company OverviewDBS Bank Limited is a leading wealth management platform in Singapore, catering to the diverse requirements of affluent clientele. Our comprehensive offerings provide clients with a seamless banking experience, complemented by an extensive array of wealth management solutions.Job DescriptionAs a Treasures Relationship Manager, your goal is to...

We are looking for a highly motivated Wealth Management Advisor to join our team at THE SPECIALIST OPINION PRIVATE LIMITED. As a Wealth Management Advisor, you will work closely with our clients to understand their financial needs and provide tailored advice and solutions to help them achieve their financial goals.In this role, you will be responsible for...