Client Relationship Associate, Private Wealth
2 weeks ago
JOB DETAILS
Job Type
Permanent
Position Level
Junior Executive
Qualification
Degree
Discipline
Finance
Specialization
Private Banking
Sector
Group Community Financial Services
Experience
3 - 5 years
Salary
Up to 4,000
Client Relationship Associate sits in the private banking segment to provide for the private wealth.
JOB RESPONSIBILITIES
- To provide sales support to the Private Wealth RMs.
- To perform and confirm trade execution with clients and to input trades into Avaloq system.
- To perform and confirm new TD placements and renewals with clients
- Assist with the onboarding process of Private Wealth clients in Avaloq.
- Assist with periodic reviews on client accounts and credit line reviews
- Attend to all incoming calls to the Front Office common line.
- To be main liaison between various units for all Private Wealth transactions
JOB SKILLS
1)Interpersonal
2)Organizational-Management
JOB REQUIREMENTS
- Degree holder
- At least 3 years of experience in similar field of supporting RMs in wealth management segments
- Customer fronting, good interpersonal skills, attention to detail and ability to work in a team.
- Those with CMFAS and CACS papers preferred
-
Client Relationship Associate
7 days ago
Singapore Maybank Full time**JOB DETAILS** **Job Type** - Permanent **Position Level** - Senior Executive **Qualification** - Degree **Discipline** - Business Studies/Administration **Specialization** - Wealth Management **Sector** - Group Community Financial Services **Experience** - 3 - 10 years **Salary** - Undisclosed **JOB DESCRIPTION** - Client Relationship Associate...
-
Client Relationship Associate
6 days ago
Singapore Maybank Full timeJOB DETAILS Job Type Permanent Position Level Senior Executive Qualification Degree Discipline Banking Specialization Private Banking Sector Group Community Financial Services Experience 2 - 5 years Salary Up to SGD 6500 BHD BND CNY GBP HKD IDR INR KHR LAK MMK MUR MYR PHP PKR SAR SGD THB USD UZS VND Client Relationship Associate sits in the private banking...
-
Private Wealth, Associate
6 days ago
Singapore Blue Owl Full timePrivate Wealth, Associate / Senior Associate Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide...
-
Associate - Private Clients
3 days ago
Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full timeHarvest Advisors holds a Capital Markets Securities (CMS) licence and is regulated by the Monetary Authority of Singapore. We provide asset management services for institutional investors as well as private wealth management solutions for high-net worth investors in Asia. Our clients include sovereign wealth funds, financial institutions, listed companies,...
-
Private Wealth Specialist
2 weeks ago
Singapore KAIROS GLOBAL SEARCH PTE. LTD. Full timeWealth Strategist - Private BankingWe are seeking a seasoned and forward-thinking professional to join our Private Wealth team as a Wealth Strategist. In this role, you will be responsible for developing and executing comprehensive wealth management strategies for our high-net-worth clients, providing them with expert guidance on investment decisions, risk...
-
Private Client Relationship Officer
7 days ago
Singapore UPPER SPRING CONSULTING PTE. LTD. Full timeWe are seeking a Private Client Relationship Officer to join our team in Singapore. As a key member of our client relationship team, you will be responsible for developing and maintaining strong relationships with high net worth clients.ResponsibilitiesPursue new business opportunities and expand the portfolio of high net worth clients.Develop and implement...
-
Wealth Planning Associate
6 days ago
Singapore HSBC Full time-Job description**Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
Senior Associate, Private Client Group
4 days ago
Singapore HarbourVest Partners Full timeJob Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and...
-
Due Diligence Support, Private Wealth
2 weeks ago
Singapore Coller Capital Full timeDue Diligence Support, Private Wealth - Associate (PW035) The Investor Relations function is responsible for the management and co-ordination of interactions with our global investor base. This Role is within the Investor Relations Due Diligence team focused on Private Wealth products. This individual will be working with the Private Wealth and Investor...
-
Client Advisor, Private Wealth
2 weeks ago
Singapore ASCEND RECRUITMENT PTE. LTD. Full timeRoles & 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...
-
Wealth Management Associate
2 weeks ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeRoles & ResponsibilitiesWealth Management AssociateGet a head start to achieving financial independence by being your own bossWhy get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost.Join the dynamic team at CO Wealth...
-
Relationship Management Associate
2 weeks ago
Singapore ASCEND WEALTH PTE. LTD. Full time**Job Scope - Relationship Management Associate** - Assist Relationship Managers and fellow Relationship Management Associates in building and maintaining long-term relationships with High Net Worth clients - Responsible for providing support in the opening of accounts/relationships, maintenance, transaction processing and service delivery as per clients'...
-
Relationship Manager
1 week ago
Singapore ARK WEALTH MANAGEMENT SINGAPORE PTE. LTD. Full time**Job Description**: 1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients; 2. Build and develop a deep understanding of clients’ investment needs; 3. Provide sound financial advice to clients working in partnership with different internal teams; 4. Be a strong advisor to the clients in their wealth planning and work to...
-
Relationship Manager
2 weeks ago
Singapore Ark Wealth Management Singapore Pte Ltd Full timeJob Description: Grow the business through proactive acquisition and retention of HNW/ UHNW clients; Build and develop a deep understanding of clients' investment needs; Provide sound financial advice to clients working in partnership with different internal teams; Be a strong advisor to the clients in their wealth planning and work to continually...
-
Marketing Event Specialist
2 weeks ago
Singapore moomoo Full timeMoomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) is an advanced financial technology company transforming the investing experience by offering a digitalised brokerage and wealth management platform - moomoo. Moomoo enhances the user experience with market data, news, and powerful analytical tools. Moomoo also embeds an unique digitalised investment...
-
Wealth Management Relationship Manager
2 weeks ago
Singapore RECRUIT AVENUE PTE. LTD. Full timeRoles & ResponsibilitiesPosition Overview:As a High Net-Worth Relationship Manager (HNW / PB RM), you will be responsible for managing and growing relationships with high-net-worth individuals (HNWIs). You will provide bespoke financial solutions, expert advice, and personalized wealth management services to your clients. The role requires building strong...
-
Private Banking Relationship Manager
1 week ago
Singapore UPPER SPRING CONSULTING PTE. LTD. Full timeRoles & ResponsibilitiesWe are representing our client, an established Asian bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore branch.ResponsibilitiesProspect new Private Banking clients and secure new relationships, and meet the assigned targets. Grow Net New Money and Asset under Management. Work closely...
-
Private Banking Relationship Manager
7 days ago
Singapore UPPER SPRING CONSULTING PTE. LTD. Full timeRoles & Responsibilities We are representing our client, an established Asian bank, to look for Private Banking Relationship Managers to complement the existing team in Singapore branch. Responsibilities Prospect new Private Banking clients and secure new relationships, and meet the assigned targets. Grow Net New Money and Asset under Management. Work...
-
Private Banking Relationship Manager
7 days ago
Singapore CHINA CITIC BANK INTERNATIONAL LIMITED Singapore Branch Full timeRoles & ResponsibilitiesJob Purpose:Acquire and grow high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.Job Responsibilities:Achieve the bank's objective on private banking business target & plans. Proactively build and maintain...
-
Associate, Client Service
2 weeks ago
Singapore HarbourVest Partners Full timeJob Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and...