
Personal Banker, Wealth Advisory
4 days ago
Business Performance and Management
- To evaluate customers' needs and provide solutions in the areas of wealth protection and accumulation, retirement planning, estate preservation and endowment planning.
- Design and recommend wealth solution to meet the objectives of the customers
- Take initiative to plan and organize daily schedule for various sales generating activities
- Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them.
- To regularly update their clients on their holdings and investment performance.
- Achieve monthly sales target for various banking products with consistency
- Fulfill training requirements which are set by the organization
Regulatory Compliance
- Ensure compliance with Group Policy and Standards and procedures of the Bank.
- Ensure sales process is met and follow throughout and maintain BSC grading of A/B
- Ensure proper screening and gathering of customer information to satisfy KYC procedure.
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Personal Banker
3 days ago
Singapore PIVOTAL CAREER SOLUTIONS PTE. LTD. Full timeAs a Personal Banker, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling...
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Personal Wealth Banker
4 days ago
Singapore D L RESOURCES PTE LTD Full timePERM HIRE WITH A BANKING SECTOR CLIENT BASE IN SINGAPORE - We are actively looking for passionate individuals to join our growing team in the following roles: - **Personal Wealth Executive**(entry-level, fresh grads welcome) - **Personal Wealth Manager**(mid-level with relevant experience) - **Wealth Banking Relationship Manager**(senior-level, experienced...
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Client Advisor
22 hours ago
Singapore Catalyst Wealth Advisory Full time2 days ago Be among the first 25 applicants Direct message the job poster from Catalyst Wealth Advisory Client Services | Front Office Generalist | Sturdy Parent Company Description We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and...
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Wealth Manager
4 days ago
Singapore DH WEALTH MANAGEMENT PTE. LTD. Full timeWe 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)...
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Wealth Manager
4 days ago
Singapore DH Wealth Management Pte Ltd Full timeWe 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)...
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Wealth Planning Specialist, Wealth Planning
2 weeks ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...
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Wealth Manager
3 days ago
Singapore VASTUS WEALTH PTE. LTD. Full timeAre you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...
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Singapore JPMorgan Chase & Co. Full timeWealth Management, UHNW Banker, Vice President, Taiwan Market, based in Singapore Job Information Job Identification Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 04/23/2025, 03:02 AM Apply Before 05/07/2025, 03:02 AM Job Schedule Full time Job Description Are you looking for an exciting opportunity to join a dynamic and...
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Wealth Manager
1 week ago
Singapore Wealth Asia LLP Full timeOverview As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on...
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Wealth Planner
3 days ago
Singapore Bank of Singapore Full timeAt Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...