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...

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...

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,...

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....

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Responsibilities Acquiring and prospecting new customers for the Premier Wealth Offshore segment Planning and managing clients' assets by matching Maybank financial and investment product solutions to their financial needs and working closely with the...

Overview Our client, a leading foreign bank, is looking for a highly driven and experienced Insurance Specialist to join their team. Key Responsibilities Collaborate closely with Relationship Managers to achieve targeted referral volumes and successful conversions. Conduct regular training sessions, workshops, and case studies to enhance Relationship...

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...

This is a senior position wherer the candidate should have experience and knowledge in wealth planning for high networth individuals especially in the following areas: Family Office Set up and administration Cross border immigration and Taxation planning Familiar with Singapore 13O and 13U tax regime Familiar with succession planning tools and structure...

4 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,...