Wealth Management

2 weeks ago


Singapore BNP Paribas Full time

Business Support will play a key part in driving the organisation forward. The role will encourage innovative thinking within the business management team whilst also supporting Market Heads in looking at delivery of efficiencies going forward.

The role is in charge of:

- Overseeing the daily operations and provide administrative assistance to a front office business.
- Perform standard & complex secretarial duties and general support to the department head, with access to sensitive and confidential information and data which requires strict confidentially undertaking.
- General administration support to Wealth Management, as requested from time to time.

Business activities/initiatives
- Assists and represents front office in various business related activities/initiatives (sales management, productivity support, business pipelines, referrals, etc.)
- Timely follows up of matters such as trainings and ad-hoc administrative issues.
- Contribute to the implementation of the Bank’s policies and procedures in day-to-day business activities (monitoring, tracking etc).

Stakeholder management and administrative support:

- Coordinates with key stakeholders regarding business support matters.
- Work with FO Admin to manages logistics for new hire on boarding, staff desk movement, etc.
- Help to coordinate client events, client meetings, etc. and arrange on/off-site meetings, events and conference.
- Collaborates and work closely with colleagues to implement policies and develop improvements.
- Preparation of documents and presentation materials where required
- Collect information needed by supervisor for conferences, meetings and reports.
- Take meeting minutes.
- May have access to confidential and sensitive reports/analyses/clients/ staff/other information to the Bank.
- Responsible for general administration.
- Other ad hoc assignments.

Communicative, flexible, efficient, hardworking and able to work under pressure

Understanding of wealth management business to provide needed support to front office.

Excellent organisational skills.

Ability to do analysis and problem-solving.

Strong interpersonal skills and ability to build relationships with stakeholders and external partners.

Proficient in MS Office and expertise in the use of modern technologies particularly with word processing, spreadsheet, and presentation software

Ability to work with a team and self-driven.

Ability to review procedures for support and pinpoint opportunities to develop the efficiency of business.

Highly detail-oriented and organised with an ability to multitask and respond to rapidly changing priorities.

Ability to maintain a high level of confidentiality

**PRIMARY LOCATION**

**Singapore**

**JOB TYPE**

**Standard / Permanent**

**JOB**

**CUSTOMER RELATIONSHIP MANAGEMENT**

**EDUCATION LEVEL**

**Bachelor Degree or equivalent (>= 3 years)**

**EXPERIENCE LEVEL**

**At least 7 years**

**REFERENCE**

**WEA002488**

**APPLY**

***
- (REF: WEA002488)


  • Wealth Manager

    2 weeks ago


    Singapore DH Wealth Management Pte Ltd Full time

    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)...

  • Wealth Manager

    2 weeks ago


    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    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)...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Accelerate Your Student Life and CareerWe offer internship programs tailored for students in financial services and agency management, providing a comprehensive learning experience that sets you apart from your peers.The program offers:• Industry-recognised certifications in the financial services industry• In-depth training in financial services and...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Unlock Your Potential with a Career in Financial ServicesIf you're looking to gain valuable experience and stay ahead of your peers, our internship programs are the perfect opportunity. We offer comprehensive training and industry-recognised certifications in financial services and agency management.Main Responsibilities:• Develop industry-recognised...

  • Wealth Manager

    2 weeks ago


    Singapore iHarvest Wealth Management Pte Ltd Full time

    **About us**: iHarvest Wealth Management (“iHarvest”) is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients. We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events,...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

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

  • Wealth Manager

    2 days ago


    Singapore iHarvest Wealth Management Pte Ltd Full time

    **About us**:iHarvest Wealth Management ("iHarvest") is a licensed financial advisory firm specialising in a wide range of financial solutions for both individual and corporate clients.We are dedicated to forge a lifelong partnership with our clients and help to build the better life that they desire. From wealth management to lifestyle events, iHarvest will...

  • Apex Wealth Manager

    12 hours ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

  • Wealth Manager

    4 weeks ago


    Singapore WEALTH ASIA LLP Full time

    Job Title: Wealth ManagerWe are seeking a skilled and ambitious individual to join our Wealth, Sales and Business Development team as a Wealth Manager. In this role, you will play a key part in identifying revenue and growth opportunities, developing sales strategies, and expanding our market presence.Key Responsibilities:Wealth and Sales Strategy: Develop a...

  • Wealth Manager

    4 weeks ago


    Singapore WEALTH ASIA LLP Full time

    Wealth Manager RoleJob Description:This role offers a valuable opportunity to work with our Wealth, Sales and Business Development team in identifying revenue and growth opportunities, sales strategies, and expanding our market presence.You will assist in various tasks aimed at providing wealth advisory and consulting services, sales prospecting, business...