Wealth Protection Specialist

**Job Profile Summary: The Wealth Protection Specialist will assist bank partner in growing the bancassurance space. You will collaborate closely with bank stakeholders to deliver customer centric recommendations focusing on health and protection needs of the bank customers and build strong and long-term customer relationships. - Establish and define the...

Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

About the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...

**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why 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 Advisory and...

Job Description: A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively. Job Scope and Responsibilities: Assess clients' financial goals, risk tolerance, and investment preferences. Create customized financial plans and investment strategies. Provide recommendations on...

Get AI-powered advice on this job and more exclusive features. Learn. Grow. Build wealth. For yourself and others. About the Role We’re looking to add ambitious new talent to our growing team. Breaking into finance isn’t easy, so we provide structured training, mentorship and hands-on experience to help you build real-world financial and communication...

Overview We are recruiting a Sales Specialist to focus on achieving sales targets, managing client relationships, and acting as a wealth and financial product expert. Responsibilities Meeting or exceeding weekly, monthly, and annual sales quotas and performance metrics. Formulating and executing sales strategies tailored to drive product/service adoption....

At 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...

**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 further. HSBC Wealth...

We are recruiting a Sales Specialist to focus on achieving sales targets, managing client relationships, and acting as a wealth and financial product expert.Key responsibilities Meeting or exceeding weekly, monthly, and annual sales quotas and performance metrics. Formulating and executing sales strategies tailored to drive product/service adoption....