Manager, Affluent

7 months 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.

  • Team Manager, Affluent Markets

    5 months ago

    Singapur, Singapore Phillip Securities Full time

    Team Manager, Affluent Markets As PhillipCapital expands our high net-worth business globally, we are looking for suitable candidates to join our Affluent Markets’ team in the development of our B2B Business and Client Acquisition of high net-worth individuals, EAMs and Family Offices, to provide and deliver a Total Wealth Management experience to...

  • Senior Marketing Manager, Wealth and Affluent Segment

    3 weeks ago

    Singapur, Singapore United Overseas Bank Full time

    About the RoleAs a Senior Marketing Manager, Wealth and Affluent Segment, you will be responsible for developing and executing marketing strategies to drive business growth in the wealth and affluent segment. You will work closely with cross-functional teams to create and implement marketing campaigns that meet the needs of high net worth individuals.Key...

  • Manager of Affluent Client Services

    1 month ago

    Singapur, Singapore Phillip Securities Full time

    Manager of Affluent Client ServicesBecome a vital part of our innovative team dedicated to enhancing our high net-worth clientele's experience on a global scale. We are looking for passionate professionals to join our B2B Client Development initiatives, delivering a comprehensive Wealth Management service to our esteemed clients.Key Responsibilities:Attract...

  • Marketing Manager, Wealth and Affluent Segment

    2 months ago

    Singapur, Singapore United Overseas Bank Full time

    About the RoleThe Marketing Manager, Wealth and Affluent Segment will be responsible for delivering regional Wealth and Affluent segment marketing programmes and activities to support revenue growth, drive improvements in client experience and establish UOB's regional retail banking presence.Key ResponsibilitiesLead the development and execution of wealth...

  • Wealth and Affluent Segment Marketing Manager

    1 month ago

    Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Marketing professional to lead our Wealth and Affluent Segment marketing efforts in the region. As Assistant Vice President, Wealth and Affluent Segment Marketing, you will be responsible for developing and executing regional marketing campaigns and activities to support revenue growth, drive...

  • Marketing Manager, Wealth and Affluent Segment

    1 month ago

    Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Marketing Manager to lead our Wealth and Affluent Segment marketing efforts in the region. As a key member of our Retail Banking team, you will be responsible for developing and executing marketing campaigns to drive revenue growth, improve client experience, and establish UOB's regional retail...

  • Dealer (Affluent Markets) - Business Development Expert

    2 months ago

    Singapur, Singapore Phillip Securities Full time

    About Phillip SecuritiesPhillip Securities is a leading financial institution that provides a wide range of financial services to individuals and institutions. We are committed to delivering exceptional service and expertise to our clients.Job SummaryWe are seeking a highly motivated and experienced Dealer (Affluent Markets) to join our team. The successful...

  • Marketing Manager, Wealth and Affluent Segment

    3 weeks ago

    Singapur, Singapore United Overseas Bank Full time

    About the RoleThe successful candidate will be responsible for developing and executing regional wealth and affluent segment marketing programs and activities to support revenue growth, drive improvements in client experience, and establish UOB's regional retail banking presence.Key ResponsibilitiesLead the development and execution of wealth and affluent...

  • Dealer (Affluent Markets)

    5 months 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...

  • Regional Marketing Manager

    2 months ago

    Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Marketing professional to lead our Wealth and Affluent Segment marketing efforts in the region. As a key member of our team, you will be responsible for developing and executing marketing campaigns that drive revenue growth, improve client experience, and establish our regional retail banking...

  • Senior Marketing Manager, Wealth and Affluent Segments

    1 month ago

    Singapur, Singapore United Overseas Bank Full time

    Position: Vice President, Marketing for Wealth and Affluent Clients (Contract), Group Retail MarketingAbout United Overseas BankUnited Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a vast network of over 500 branches and offices across 19 countries and regions in the Asia Pacific, Europe, and North America. With a...

  • Business Development Manager, Affluent Markets

    2 months ago

    Singapur, Singapore Phillip Securities Full time

    Job Summary:We are seeking a highly skilled and experienced Business Development Manager to join our Affluent Markets team at Phillip Securities. As a key member of our team, you will be responsible for developing and executing strategies to acquire and retain high net worth clients, driving revenue growth and expanding our business globally.Key...

  • Assistant VP, Wealth and Affluent Segment Marketing

    5 months 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...

  • Wealth Management Growth Manager

    1 month ago

    Singapur, Singapore HSBC Full time

    Position OverviewJoin HSBC, a prominent player in the financial services sector, as a Premier Business Development Manager. In this pivotal role, you will focus on attracting new clientele and strengthening connections within the affluent market segment.Key ResponsibilitiesDrive customer acquisition initiatives aimed at enhancing the bank's affluent client...

  • Wealth Management Sales Professional

    2 months ago

    Singapur, Singapore OCBC Bank Full time

    Job SummaryWe are seeking a highly driven and experienced Client Advisor to join our Premier Private Client team in Singapore. As a Client Advisor, you will be responsible for acquiring and prospecting new customers for our Premier Banking - Private Client (Offshore) segment, with a focus on affluent clients.Key ResponsibilitiesCustomer Acquisition: Actively...

  • Premier Banking Relationship Manager

    3 weeks ago

    Singapur, Singapore OCBC Bank Full time

    Premier Banking Relationship ManagerAt OCBC Bank, we are committed to investing in and developing our people. As a Premier Banking Relationship Manager, you will play a key role in acquiring and prospecting new Premier Banking Offshore customers, developing and strengthening their relationships with the Bank in accordance with relevant business goals.Key...

  • Premier Banking Relationship Manager

    3 weeks ago

    Singapur, Singapore OCBC Bank Full time

    Premier Banking Relationship Manager Job DescriptionAt OCBC Bank, we are seeking a highly skilled and experienced Premier Banking Relationship Manager to join our team. As a key member of our Premier Private Client & Premier Banking Asia team, you will be responsible for building and maintaining strong relationships with our affluent customers in the North...

  • Premier Banking Relationship Manager

    2 months ago

    Singapur, Singapore OCBC Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Relationship Manager to join our Premier Banking team in Asia. As a key member of our team, you will be responsible for building and maintaining relationships with our affluent clients, identifying new business opportunities, and delivering exceptional customer service.Key...

  • Premier Banking Relationship Manager

    2 months ago

    Singapur, Singapore OCBC Bank Full time

    Premier Banking Relationship ManagerAt OCBC Bank, we are committed to delivering exceptional service to our customers. As a Premier Banking Relationship Manager, you will play a key role in building and maintaining strong relationships with our affluent customers in the North Asia market, with a focus on Taiwan.Key Responsibilities:Acquire and prospect new...

  • Senior Business Development Manager

    4 weeks ago

    Singapur, Singapore Phillip Securities Full time

    Ambitious Opportunity for a Team Manager, Affluent MarketsPhillipCapital is expanding its high net-worth business globally, and we are seeking a skilled professional to join our Affluent Markets' team in developing our B2B Business and Client Acquisition of high net-worth individuals, EAMs, and Family Offices. The successful candidate will provide and...