Wealth Planning Manager

Join UsJoin one of the Agencies in Prudential Financial Advisers Singapore. Prudential Financial Advisers Singapore is licensed by the Monetary Authority of Singapore and backed by Prudential, one of Singapore's leading life insurance companies.Executive Wealth Director Alan Lok has many years of experience in the financial services industry, as Financial...

These current positions are ONLY FOR Singaporean and Permanent ResidentsWe welcome:Mid Career SwitchersFresh GraduatesRole Overview:At HSBC Life, you will be instrumental in guiding our clients toward their financial objectives by offering customized investment and insurance solutions. Your role involves interacting with clients to grasp their financial...

We are looking for a dynamic and entrepreneurial Project Manager with deep expertise in Wealth Management Middle Office, Operations, and a strong Compliance/Controls mindset. This is a high-impact opportunity for a pragmatic visionary to architect and execute the digital future of our wealth management business.You will be responsible for leading a critical...

Are you…Looking to build a strong career progression?Driven and self-motivated for success?Good environment, Work life balance and career progression?As an Wealth Management Associate, you help clients accomplish financial objectives by assessing their financial situation; develop and present financial strategies and plans and provide advisory services in...

StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

Job Description & RequirementsYou will participate in sales and marketing activities, and receiving training on sales and 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...

* Commission + Bonus + Incentive* Client Base Provided* No Experience Required* 10 to 20 days work a month (Preferably weekends) What you will do* Provide financial planning services to clients* Assess client's overall financial position, and understand their needs to devise an appropriate financial plan* Work with support staff to establish client records...

**Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $10,400 - $18,700 Per Month **Date Posted** 4 hours ago Additional Details **Job ID** 2697 **Job Views** 2 Roles & Responsibilities **Business Function** Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient...

Join HSBC as an wealth consultantEmpower Lives. Shape Legacies. Build Your Future with a Global Brand.At HSBC , we invite you to embark on a transformative career with one of the world's most renowned and trusted financial institutions — a name you'll recognize not only at Changi Jewel, but also in the skies when you travel the globe.As part of a brand...

Job DescriptionAssist with the WPSH's projects/initiatives including the development, implementation and maintenance of:o The team's resource management databases;o Legal templates, standard documents;o Product Guides, Frameworks, Flowchartso Internal guides or policies (where applicable) and identifying areas of improvement to legal precedents and...