Investment & Insurance Advisor

Key ResponsibilitiesClient Needs Analysis: Perform in-depth financial health assessments, analyzing assets, liabilities, income, and existing insurance to understand a client's full financial picture.Financial Planning: Develop comprehensive, customized financial plans, including investment and insurance strategies, to help clients meet short- and long-term...

**Location**: Singapore, SG Job Function: Others **Job Type**: Contract Req ID: 12482 GIC is a custodian of Singapore’s Reserves and a Sovereign Wealth Fund to secure Singapore’s financial future. GIC is entrusted with a critical mission that impacts the lives of all Singaporeans. We are looking for the best talent to help us fulfil our commitment to...

The Citigold Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management, advanced...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: **GENERAL DESCRIPTION** The Investment Advisor is member of the Investment Advisory (SG) - ISC/NRI &...

**Responsibilities** Conduct due diligence on, manage, and monitor alternative assets managers. This entails having an overview and oversight of the alternative assets program, which may include: - Strengthen existing alternative investments program. The new hire will contribute to the team in the growth of alternative investments including: - sourcing,...

People avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers at iGM share a common goal – to provide transparent, ethical and suitable advice to...

Primary Details Time Type: Full time Worker Type: Employee To support the end-to-end processing of multi-line insurance products, including medical policies, and contribute to operational excellence through active involvement in system testing, regulatory transmissions, and continuous process improvement initiatives. The Opportunity Ensure 100%...

Primary Details Time Type: Full time Worker Type: Employee To support the end-to-end processing of multi-line insurance products, including medical policies, and contribute to operational excellence through active involvement in system testing, regulatory transmissions, and continuous process improvement initiatives. The Opportunity Ensure 100%...

**Investment-Linked Insurance Structurer, Munich Re Markets**:Career Level 4/5 **Location**Singapore, Singapore Munich Re Markets (“MRM”) within Munich Re is specialized in all types of strategic transactions for our life insurance companies clients worldwide. Strategic transactions include capital management, strategic risk transfer and, last but not...

Join to apply for the Director, Investment (Data Center) role at Keppel (Fund Management & Investment) . Identifying and originating investment opportunities Structuring, assessing, and negotiating transactions including leading all due diligence, financial modeling, deal analytics, financing, and legal documentation Engaging with external advisors,...