Wealth Management

5 days ago

Singapore BNP Paribas Full time

**Position Purpose**:

- Pre /post support and processing for trades done by Investment Counsellor(“IC”)
- Investment support for ICs portfolio proposals/reviews
- Administrative support for ICs for matters related to client relationship management

**Responsibilities**

**Execution and Trade Support**
- Able to receive and execute orders and instructions directly from clients
- Able to quote indicative prices for certain product types
- Able to execute and process trades done by ICs which includes but not limited to record keeping, voice logs, credit checks, funding instructions, suitability and call reports.
- Prepare documentations for client portfolio proposals, reviews and valuations
- An expert in the order taking process such that trades comply with the Bank’s investment and suitability framework.
- Strong understanding of the trade workflow - front to back - in terms of process, steps and systems

**Investment Support**
- Appropriate understanding of client portfolio, background and investment needs
- Appropriate understanding of investment products and services
- Appropriate understanding of bank’s suitability and order taking framework
- Comply with regulatory requirements. Most importantly, to observe FAA and SFA requirements in the discharge of duty as ICA and as an employee of the Bank.
- Senior ICAs to be able and willing to train and impart knowledge to others such that team members have sufficient level of awareness of procedures and controls.

**Administrative Support**
- Able to handle clients and internal staff in a professional manner
- Able to handle administrative queries
- Coordinate / organize clients meetings/interaction with ICs

**Requirements**:

- Strong verbal and written skills to communicate with clients and internal staff.
- A team player with self-initiative and able to work as a group.
- Detailed oriented and strong administrative skills to ensure accuracy and completeness
- Able to perform under pressure and manage confidential information
- An expert in Microsoft Office. An advantage if skills include VBA Coding
- Proficient in Bloomberg
- Multi-language skills is preferred for greater flexibility in supporting a wide base of clients. An advantage if language expertise include translation skills
- University degree with minimum 3 years’ relevant working experience in finance and banking industry
- Must fulfill the fit and proper criteria of relevant regulators

  • Wealth Manager

    5 days ago

    Singapore DH Wealth Management Pte Ltd Full time

    We 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)...

  • Wealth Manager

    5 days ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We 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)...

  • Wealth Manager

    1 week ago

    Singapore Wealth Asia LLP Full time

    Overview 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...

  • Wealth Manager

    3 days ago

    Singapore VASTUS WEALTH PTE. LTD. Full time

    Are 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...

  • Assistant Wealth Manager

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    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...

  • Assistant Wealth Manager

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    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...

  • Part Time Wealth Manager

    5 days ago

    Singapore WEALTH ASIA LLP Full time

    You will participate in wealth management, sales and marketing activities, and receive training on wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and provide excellent customer service. You will contribute to the overall sales team efforts and help achieve sales targets,...

  • Salaried Wealth Advisor

    1 week ago

    Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full time

    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

    3 days ago

    Singapore Alpha Wealth Financial Advisers Full time

    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...

  • Wealth Management Specialist

    5 days ago

    Singapore WEALTH ASIA LLP Full time

    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...