Wealth Advisory Intern
2 months ago
StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders.
This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing opportunity for someone who has interest in personal wealth management, to get regional exposure and to work with one of Singapore’s fastest growing companies
Responsibilities:
- Working closely with Wealth Advisors and Country Managers in their work to support our High-Net-Worth clients.
- Keeping close contact with the Investment team to understand the way in which the StashAway portfolios are being managed.
- Assist Wealth Advisors with other related matters such as updating factsheets and portfolio analysis and reviews.
- Maintaining operational tasks related to wealth management and Reserve.
- Assisting with projects that the Wealth Advisory Team and Reserve stakeholders are running.
Requirements
- Currently pursuing a degree or recent graduate of a Finance related field.
- General interested in Wealth Management, Financial Planning, and/or Financial Markets.
- Excellent communication skills in English.
- Proficient in Excel and Word.
- Excellent time management skills
- Highly adaptable individual with the ability to think on their feet and outside of the box.
- Open to internship for 3-6 months duration.
Benefits
Employee financial well-being
- Management fee discount: you will receive an employee discount on your asset management fees when you invest with StashAway.
Team bonding budget and initiatives
- Quarterly team bonding budget: we encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
-
Wealth Advisory Assistant
1 month ago
Singapur, Singapore StashAway Full time{"title": "Wealth Advisory Internship Opportunity", "description": "Support Our Wealth Advisory TeamAt StashAway, we're looking for a talented and motivated individual to join our Wealth Advisory Team as an intern. As a Wealth Advisory Intern, you'll work closely with our experienced Wealth Advisors and Country Managers to support our High-Net-Worth clients...
-
Wealth Advisory Professional
4 weeks ago
Singapur, Singapore StashAway Full timeStashAway is seeking a highly motivated and detail-oriented Wealth Advisory Intern to support our Wealth Advisory Team in delivering exceptional client experiences.This role will involve working closely with Wealth Advisors and Country Managers to support High-Net-Worth clients and StashAway Reserve stakeholders. Key responsibilities include:Providing...
-
Compliance Risk Officer
2 months ago
Singapur, Singapore 11112 Citibank, N.A. Singapore Full timeAbout the Role:Citibank, N.A. Singapore is seeking a highly skilled Compliance Risk Officer to join our Wealth Advisory team. As a Compliance Risk Officer, you will play a critical role in assessing and mitigating compliance risks across our wealth advisory business.Key Responsibilities:Develop and implement compliance testing programs to ensure adherence to...
-
Senior Project Manager
2 months ago
Singapur, Singapore United Overseas Bank Full timeRegional Wealth Advisory Project ManagerUnited Overseas Bank is seeking a skilled Project Manager to lead the build and launch of our Award Winning Portfolio Advisory Tool (PAT) in the region.Key Responsibilities:Lead and coordinate the build and launch of PAT in the region.Manage external and internal stakeholders to ensure project progress according to...
-
Senior Project Manager
2 months ago
Singapur, Singapore United Overseas Bank Full timeAbout the RoleThe Regional Wealth Advisory Project Manager will be responsible for leading and coordinating the build and launch of the UOB Award Winning Portfolio Advisory Tool (PAT) in the region.Key ResponsibilitiesLead, coordinate, and manage the build and launch of PAT in the region.Collaborate with external vendors, local business units, technology,...
-
Senior Project Manager
4 weeks ago
Singapur, Singapore United Overseas Bank Full timeAbout the RoleThe Regional Wealth Advisory Project Manager will be responsible for leading and coordinating the build and launch of the UOB Award Winning Portfolio Advisory Tool (PAT) in the region.Key ResponsibilitiesLead, coordinate, and manage the build and launch of PAT in the region.Collaborate with external vendors, local business units, technology,...
-
Wealth Advisory Specialist
4 weeks ago
Singapur, Singapore OCBC Bank Full timeRole OverviewWe are seeking a skilled Wealth Advisory Specialist to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth Private Clients.Key ResponsibilitiesTo provide excellent customer experience to our...
-
Senior Project Manager
1 month ago
Singapur, Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Project Manager to lead the build and launch of our UOB Award Winning Portfolio Advisory Tool (PAT) in the region.Key ResponsibilitiesLead and coordinate the build and launch of PAT in the region.Manage external and internal stakeholders to ensure project progress according to the stipulated...
-
VP, Project Manager
6 months ago
Singapur, Singapore United Overseas Bank Full timeVP, Project Manager - Regional Wealth Advisory, Group Retail Posting Date: 08-May-2023 Location: Raffles Place, 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...
-
Head, Wealth Advisory
2 months ago
Singapur, Singapore United Overseas Bank Ltd. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Head, Wealth Advisory - Private Banking Posting Date: 20 Sep 2024 Location: Singapore (City Area), SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches...
-
Head, Wealth Advisory
2 months ago
Singapur, Singapore United Overseas Bank Ltd. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Head, Wealth Advisory - Private Banking Posting Date: 20 Sep 2024 Location: Singapore (City Area), SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500...
-
Wealth Banking Relationship Manager
4 weeks ago
Singapur, Singapore United Overseas Bank Full timeAbout United Overseas BankUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of over 500 branches and offices in 19 countries and territories. Our history spans over 80 years, guided by our values of Honorable, Enterprising, United, and Committed.About the DepartmentThe Retail function provides Personal and Business Banking...
-
Wealth Manager
1 month ago
Singapur, Singapore Click and Connect Online Limited Full timeJob Title: Wealth ManagerLocation: Singapore, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout Hebden Consulting:Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of services...
-
Senior Wealth Manager
4 weeks ago
Singapur, Singapore Click and Connect Online Limited Full timeSenior Wealth ManagerHebden Consulting is seeking a highly skilled Senior Wealth Manager to join their global team. As a Senior Wealth Manager, you will be responsible for cultivating and maintaining relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.Key Responsibilities:Client...
-
Tax Advisory Manager
4 weeks ago
Singapur, Singapore RSM Full timeRoles & ResponsibilitiesRSM is seeking a highly skilled Tax Advisory Manager to join our team. As a Tax Advisory Manager, you will be responsible for supporting the team in business development efforts and delivery of engagements.You will collaborate closely with cross-functional business units to provide holistic advice to clients on a broad range of...
-
Wealth Proposition Specialist
4 weeks ago
Singapur, Singapore AIA Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Advisor to join our team at AIA. As a key member of our High Net Worth (HNW) service delivery team, you will be responsible for delivering our value-added services to HNW clients and driving business growth in this segment.Key ResponsibilitiesDevelop and deliver customized wealth advisory...
-
Wealth Banking Relationship Manager
2 months ago
Singapur, Singapore United Overseas Bank Full timeAbout the RoleWe are seeking a seasoned financial professional to join our Wealth Banking team as a Relationship Manager. In this role, you will be responsible for providing financial advisory services to UOB's mass-affluent clients, helping them achieve their financial goals and meet their financial planning needs.Key ResponsibilitiesProvide expert...
-
Wealth Management Intern
7 days ago
Singapur, Singapore CATALYST RECRUITMENT AGENCY PTE. LTD. Full timeRoles & ResponsibilitiesLocation: Central Region, SingaporeAre you passionate about finance and eager to gain hands-on experience in wealth management? Join our team as a Wealth Management Intern, where you’ll work alongside seasoned professionals to learn the intricacies of financial planning, investment management, and client relationship...
-
Senior Wealth Manager, Singapore
1 month ago
Singapur, Singapore Click and Connect Online Limited Full timeSenior Wealth Manager Job DescriptionRole Overview:Hebden Consulting is seeking a Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager at Hebden Consulting, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards...
-
Tax Advisory Manager
4 weeks ago
Singapur, Singapore RSM Full timeRoles & ResponsibilitiesWe are seeking a highly skilled Tax Advisory Manager to join our team at RSM. As a key member of our tax advisory team, you will play a critical role in supporting business development efforts and delivering high-quality engagements to our clients.Key Responsibilities:Collaborate closely with cross-functional business units to provide...