Senior Wealth Specialist

Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

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...

5 days ago Be among the first 25 applicants Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services tailored to each client's unique lifestyle and financial goals. Our team values Abundance, Wisdom, Focus, and Appreciation, and we empower clients through financial literacy. We offer...

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...

Job Highlights Build relationships with clients Career Advancement Responsibilities Acquire and manage a pool of clients’ investment portfolios Understand clients’ financial objectives and investment requirements Provide information and comparisons for clients to make informed decisions Building and maintaining long-term relationship with clients...

Join to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank 3 months ago Be among the first 25 applicants Join to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank Who You Are Who You AreYou have our customers’ best interests at heart....

Director, Market Specialist - Trust & Private Wealth Management Asia A leading private bank is looking to hire a wealth planner to join their team in Singapore. Responsibilities Serve as technical expert and resource on wealth planning matters for prospects and high-net-worth clients. Work closely with Relationship Managers to acquire new clients and retain,...

Director, Market Specialist - Trust & Private Wealth Management Asia at Selby Jennings A leading private bank is looking to hire a wealth planner to join their team in Singapore. The candidate will serve as technical expert and resource on wealth planning matters, both for prospects and HNW clients. He or she will work closely with the Relationship Managers...

Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group Join to apply for the Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group 3 months ago Be among the first 25...

Overview My client is a Singapore-based digital wealth platform that serves a wide range of investors, from retail and mass affluent individuals to high-net-worth clients. The firm combines professional investment expertise with a technology-led platform to provide diversified portfolios and tailored solutions. Their approach emphasizes efficiency,...