Junior Wealth Executive
9 hours ago
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 Director and his team.
- Serve as a primary point of contact for clients, addressing routine inquiries and scheduling meetings.
- Ensure all client files, investment paperwork, and firm documentation are complete, accurate, and comply with regulatory standards.
- Prepare necessary materials, reports, and presentations for client review meetings.
- Para planner in closing sales and deals.
**Administrative & Operational Tasks**:
- Handle the opening, closing, transferring, and maintenance of client accounts.
- Accurately update client information, transaction records, and portfolio details in the firm's system.
- Manage the Executive Wealth Manager's calendar, client appointment setting, and travel arrangements if necessary.
**Financial & Analytical Duties**:
- Generate performance reports, portfolio summaries, and asset allocation breakdowns for clients.
- Process and monitor wealth and financial plans under the direction of the Wealth Manager (may require licencing)
- Assist with calculating and processing client management fees and service charges.
- Conduct basic research on investments, market trends, or financial products as requested.
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Junior Wealth Executive
5 days ago
Singapore Wealth Asia Full time $40,000 - $60,000 per yearThis 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 & SupportProvide direct administrative and analytical support to the Executive Wealth...
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Junior Trader
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Singapore AVRIO WEALTH PTE. LTD. Full time $80,000 - $120,000 per yearAvrio Wealth was founded in 2020 to offer fee-based wealth planning and investment management to global families who require an international perspective including US taxpayers. Avrio holds a CMS license and is registered with the SEC.Our belief is that client relationships begin with a financial plan Through planning we create long term relationships with...
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Wealth Managers
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Singapore Wealth Asia LLP Full timeWork closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...
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Wealth Managers
6 days ago
Singapore Wealth Asia LLP Full timeDescription Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals,...
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Director, Private Wealth Management
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Director, Private Wealth Management
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Singapore Singapore Executive Services Pte. Ltd. Full time $150,000 - $250,000 per yearOur Client:Our Client is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver personalized solutions to clients at every...
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Sales Director, Private Wealth
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Central Singapore BTI Executive Search Full timeAsia’ fastest growing one-stop digital asset financial services platform - Min 5 years of experience in Private Wealth Management - Fluency in English and Mandarin is required **Responsibilities**: - Provide investment advisory services aligning to high net worth clients’ financial needs and risk appetite - Work jointly with the various product teams...
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Wealth Advisory Role
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Singapore Maybank Full timeJOB 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...
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Junior Relationship Manager
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Singapore INCRED GLOBAL WEALTH PTE. LTD. Full time $54,000 - $72,000 per yearWe are seeking a self driven and detail-oriented Junior Relationship Manager to support our Relationship Managers in managing UHNI/HNI client portfolios and ensuring high service standards. This role is ideal for candidates passionate about financial markets and looking to develop their expertise in a client-facing, private banking environment.Salary – SGD...
