Manager, Affluent

Found in: Talent SG C2 - 7 days ago

Singapur, Singapore AIA Full time

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

So if you believe in inspiring a better future, read on.

About the Role

The Wealth Managers will be responsible to drive growth in the Affluent and High Net Worth (AHNW) business through TD Sales Force. He/she will implement initiatives, sales & promotion activities, to grow the Affluent & HNW business and the number of Personal Wealth Managers for the HNW Prestige Club. Foster and deepen rapport with Agency and AFA Sales force to meet and exceed growth targets in terms of AHNW sales productivity and Prestige Club members. Engage Agency and AFA Leaders and FCSs via Districts Meeting to provide regular updates of AHNW Production progress reports and train/share knowledge on best practices on Wealth Management propositions to increase competency and awareness Engage Agency and AFA Leaders and FCSs to provide support on AHNW business through Case Discussions and Case Management support. Drive and Support Agency and AFA Leaders and FCSs on Offshore business opportunities and initiatives Provide AHNW related/bespoke training and support to Agency and AFA Leaders and FCSs to uplift the competency level of individual districts. Identify and develop new business opportunities or leads generation ideas to create sales platforms. Involve and work on special initiatives to drive Company’s strategic objectives towards Digitalisation and Customer centric agency culture. Drive and implement Company’s AHNW initiatives for Agency and AFA including recognition events and campaigns. Liaise with Operational teams for AHNW new business applications. Work with Clusters and Districts to increase awareness of the Club and retention rate of Prestige Club members through promotion of the Club benefits and privileges. Design, Execute and Monitor AHNW sales related activities and campaigns to increase productivity and competency. Work closely with respective Location BD Team to roll out sales related activities and campaigns. Develop and update sales aids & marketing materials as required. To have basic knowledge in wealth management tools like Wills, Trusts, Financing, Family Offices, Offshore Regions sales and business proposition process, etc. to further understand the more complex needs of the AHNW client. Undertake any other projects assigned from time to time assigned by Company to drive growth in the AHNW business.

  • Dealer (Affluent Markets)

    Found in: Talent SG C2 - 2 weeks ago

    Singapur, Singapore Phillip Securities Full time

    Dealer (Affluent Markets) In order to be successful in this role:   • Keep abreast of the latest market news • Well-versed in the fundamental and technical analysis on stocks  • Able to market and conduct sales presentations to corporate, institutional clients as well as business partners • Confident to host seminars and marketing...

  • Assistant VP, Wealth and Affluent Segment Marketing

    Found in: Talent SG C2 - 2 days ago

    Singapur, Singapore United Overseas Bank Full time

    Assistant VP, Wealth and Affluent Segment Marketing (Contract), Group Retail Marketing Posting Date: 31-May-2023 Location: Singapore Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and...

  • Assistant VP

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore United Overseas Bank Full time

    Assistant VP / Manager, Client Acquisition Manager, Privilege Banking Posting Date: 04-May-2023 Location: Singapore, Singapore, 048616 Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and...

  • VP/ Assistant VP/ Manager, Client Wealth Acquisition Manager, Privilege Banking

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore United Overseas Bank Full time

    VP/ Assistant VP/ Manager, Client Wealth Acquisition Manager, Privilege Banking Posting Date: 24-May-2023 Location: Singapore, Singapore, 048616 Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific,...

  • Premier Banking Relationship Manager

    Found in: Talent SG 2 C2 - 5 days ago

    Singapur, Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time

    Roles & ResponsibilitiesAs a Premier Banking Relationship Manager, your roles & responsibilities will include: Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the bottom-line of Premier Banking through the...

  • Premier Relationship Manager

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore OCBC Bank Full time

    Premier Relationship Manager (Bukit Damansara)-(2400007V) Description CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through...

  • Premier Relationship Manager

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore OCBC Bank Full time

    Premier Relationship Manager (KL Main)-(2400007W) Description CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our...

  • Personal Banker

    Found in: Talent SG C2 - 1 week ago

    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Melaka)-(240000IT) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...

  • Personal Banker

    Found in: Talent SG C2 - 1 week ago

    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Muar)-(240000IS) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals...

  • Personal Banker

    Found in: Talent SG C2 - 1 week ago

    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Skudai)-(240000IU) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...

  • Lifestyle Manager

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore Quintessentially Full time

    INTRODUCTION TO QUINTESSENTIALLY Quintessentially, the world’s leading luxury lifestyle group, truly understands and connects with the global HNW & UHNW community via a network of over 40 offices around the world. Dedicated to delivering an exceptional and discerning service for our members, combined with, connecting the most prestigious brands to this...

  • Manager / Assistant VP / VP , Client Advisor (Offshore), Privilege Banking (VolC)

    Found in: Talent SG C2 - 2 weeks ago

    Singapur, Singapore United Overseas Bank Full time

    Manager / Assistant VP / VP , Client Advisor (Offshore), Privilege Banking (VolC) Posting Date: 19-May-2023 Location: Singapore, SG Company: United Overseas Bank Limited About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia...

  • Assistant Vice President, Campaign Management

    Found in: Talent SG C2 - 6 days ago

    Singapur, Singapore HSBC Full time

    Some careers shine brighter than others If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.  Wealth and Personal Banking...

  • Relationship Manager

    Found in: Talent SG C2 - 2 weeks ago

    Singapur, Singapore Hao Hua Travel Pte Ltd Full time

    About this role: Are you passionate about travel and sales? Join our team as a Relationship Manager and play a vital role in shaping unforgettable journeys for our clients. This role will report to the ‘Business Development Manager’ and should be one who is dedicated to providing unparalleled service excellence while maintaining and cultivating...

  • Assistant VP

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore United Overseas Bank Full time

    Assistant VP / VP , Client Advisor (Offshore), Privilege Banking (VolC) Posting Date: 27-May-2023 Location: Singapore, Singapore Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North...

  • Assistant VP

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore United Overseas Bank Full time

    Assistant VP / VP, Client Advisor, Privilege Banking International (Offshore Markets) Posting Date: 15-May-2023 Location: Singapore, Singapore, 048616 Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia...

  • Assistant VP

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore United Overseas Bank Full time

    Assistant VP / VP, Client Advisor, Privilege Banking International (Offshore Markets) 1 Posting Date: 20-May-2023 Location: Singapore, Singapore, 048616 Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia...

  • Assistant VP

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore United Overseas Bank Full time

    Assistant VP / VP, Client Advisor, Privilege Banking Posting Date: 15-May-2023 Location: Singapore, Singapore, 048616 Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In...

  • Assistant VP/Manager, Relationship Manager, Wealth Banking

    Found in: Talent SG C2 - 7 days ago

    Singapur, Singapore United Overseas Bank Full time

    Assistant VP/Manager, Relationship Manager, Wealth Banking Posting Date: 10-May-2023 Location: Singapore, Singapore Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In...

  • Assistant Vice President, Premier Business Development

    Found in: Talent SG C2 - 2 weeks ago

    Singapur, Singapore HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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. Sales,...