Wealth Planner
6 days ago
This is a perm role for our client in the banking sector The Wealth Planner is responsible for structured account conversations, account administration and risk management. Sales Functions (50%) Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client Ensure the accounts are managed in accordance with the client objectives. Ensures that the account structure is attuned to changes in regulations and policies. Administrative Functions (50%) Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client’s mandates Monitors and reports the account performance, management and administration Ensure compliance of accounts and account process to rules, regulations and laws Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations. Qualifications Bachelors degree in fields either Finance, Business, Economics or Banking At least 7 years in financial industry in an investment advisory or related position. CACS certified CACS I and II CMFRAS certified: M1B, M5, M6, M6A, M8, M8A Interested applicants, please click "APPLY NOW " We regret to inform you that only shortlisted candidates will be notified. By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration. Joselito || | EA Registration: R #J-18808-Ljbffr
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Wealth Planner
6 days ago
Singapur, Singapore Alpha Wealth Financial Advisers Full time5 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...
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Senior Wealth Planner
6 days ago
Singapur, Singapore Selby Jennings Full timeDirector, 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...
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Senior Wealth Planner
6 days ago
Singapur, Singapore Selby Jennings Full timeDirector, 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,...
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Singapur, Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeJob 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...
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Wealth Planner
13 hours ago
Singapur, Singapore UOB Full time4 days ago Be among the first 25 applicants 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 Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia,...
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Wealth Manager
6 days ago
Singapur, Singapore Cultivar Staffing & Search Full timeOur client is looking for Wealth Managers from the FA insurance industry as their pioneer team of financial planners. Responsibilities Monitor and oversee community-generated internal contacts and connections Find ways to connect with our network on a deeper level with our VI App's network circle connections, virtual conversations Assist our community by...
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Investment and Wealth Manager
13 hours ago
Singapur, Singapore Sum Capital Partners Pte Ltd Full timeAt Sum Capital Partners , we are builders. From private equity to lifestyle brands, we grow companies that create lasting value. Our ecosystem spans multiple industries, giving us a unique advantage on how wealth is created, preserved, and multiplied. Prestige Advisors is our dedicated wealth and investment arm. We exist to give clients access to the same...
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Director, Private Wealth Management
4 weeks ago
Singapur, Singapore SINGAPORE EXECUTIVE SERVICES PTE. LTD. Full timeOur Client: Our Client is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver personalized solutions to clients at every...
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Banking Wealth Planner
6 days ago
Singapur, Singapore PERSOL Full timeWe are seeking a highly motivated and client-focused Wealth Planning Manager to join our team! In this role, you will be instrumental in providing comprehensive financial advice and tailored wealth management solutions to our diverse client base. Your expertise will encompass a range of products and services, including insurance, structured deposits, loans,...
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Bank Wealth Planner
6 days ago
Singapur, Singapore PERSOL Full timeJob Overview We are seeking a highly motivated and client-focused Wealth Planning Manager to join our team. In this role, you will be instrumental in providing comprehensive financial advice and tailored wealth management solutions to our diverse client base. Your expertise will encompass a range of products and services, including insurance, structured...
