Client Advisor Assistant-private Wealth Management

We 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)...

We 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)...

Position 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...

**Wealth Management Opportunity**We are seeking a Private Wealth Advisor to join our team, where you will work with high net worth individuals and families to create comprehensive wealth management plans. As a trusted advisor, you will leverage your investment expertise to develop tailored strategies and deliver exceptional client service.Key...

**PWM** Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience,...

Roles & ResponsibilitiesCompetitive compensation package(High Basic + Commission)As a Client Advisor in the Private Banking segment, you are responsible for the achievement of financial and non-financial targets (personal and team targets) while ensuring full compliance and minimizing provisions to effectively contribute to the top and bottom line of the...

Develops and maintains client relationships with HNW individuals - Responsible for achieving annual revenue targets and objectives. - Trusted advisor and ability to build group of dedicated clients with incremental asset size over time. - Fully competent in advising clients on investment products and services. - Actively involved in client counselling while...

Role Summary:This role supports the Private Wealth team by providing administrative assistance with account opening processes, client onboarding, and maintenance of Know Your Client (KYC) documentation. The successful candidate will have excellent organizational skills, ability to work under pressure, and strong communication skills.Responsibilities:Assist...

**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...

Job SummaryThe role of Private Wealth Advisor is to acquire and retain affluent clients through exceptional financial advisory services. Key responsibilities include identifying new business opportunities, developing relationships with existing clients, and providing expert financial analysis to drive sales growth.ResponsibilitiesAcquire new customers for...