Associate, Assistant Relationship Manager – Wealth Management

**JOB DESCRIPTION** - Assist the Relationship Managers with maintaining and further developing existing clients designated under their care. - Support the Relationship Managers on delivering & upkeeping top quality KYC & Investment Profiling on all clients and ensuring records are kept and updated frequently and as timely as possible. - Ensure clear and...

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...

Overview Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...

Job Description APEX Investment Wealth Manager and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. No prior experience needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...

A dynamic wealth management brokerage platform is seeking a motivated Assistant Relationship Manager (ARM) to support relationship managers in managing and growing client portfolios. This is an excellent opportunity to gain exposure to front-office private wealth and build your career in a fast-paced, client-focused environment.Why This Role?Be part of a...

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...

**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,...

A distinguished European private bank is seeking an ambitious Assistant Relationship Manager (ARM) to partner with senior bankers in delivering tailored offshore wealth solutions. This is a rare chance to develop your career within an international platform renowned for its client-centric approach.Why This Role?Join a distinguished European private banking...

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...

**Job Scope**: - Expand business contact and increase client base for company. - Perform financial needs analysis and value add to client’s objective. - Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum. - Handle client’s investment portfolios and update market movement. - Develop...