148 Wealth jobs in Singapore 06 Feb, 2023

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148 Jobs Found
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Wealth and Investment Manager

RANDSTAD PTE. LIMITED

  • Conduct financial needs analysis and profiling sessions to help customers to achieve their financial goals/needs through offering wealth management solutions such as insurance, structured deposits, loans, and investment products
  • Identify opportunities to promote banking products across existing and new customers
  • Ensure compliance to service standards and provide excellent customer service and banking experience
  • Regularly send customers information relating to market movements and trend analysis on the financial products that they have purchased and present new and suitable opportunities to customers

Permanent

Wealth Manager

SKY WISE INVESTMENT PTE. LTD.

  • Oversee the overall portfolio management and trading on Equity, Structured Products, and Funds, not limiting to oversight of the trade processing of various instruments
  • Assessing the risk assessment and opportunities of the investment portfolio, with good monitoring and identifying buy/sell opportunities based on fundamentals and comparison.
  • Monitoring existing portfolios to analyse performance and conduct reports on them with regular updates on investments and portfolio reports
  • Partnering with external counterparties, financial institutions and service providers to resolve operational issues.

Full Time

Wealth Planning Manager (Banking Industry)

PERSOLKELLY SINGAPORE PTE. LTD.

Job Summary: You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them. You see yourself as a companion on our clients’ journeys toward achieving their life goals . Given that no journey is ever the same,...

Full Time

Wealth Planning Manager (Banking) - Code: GL

JUST RECRUIT SINGAPORE PTE. LTD.

  • Basic salary from $3,200 - $4,000 + Monthly fixed allowance of $300-$400 + Commissions
  • Professional and Leadership path
  • Location: Island-wide across Singapore

Not Specified

Wealth Planning Manager (Attractive Commisions)

PERSOLKELLY SINGAPORE PTE. LTD.

Our client is currently recruiting for a Wealth Planning Manager. As a Wealth Planning Manager, you will be part of our award-winning teams to provide a personalized banking experience for our customers. Fulfilling and varied, a typical workday might look like this · A wealth planning manager would primarily serve the individual retail customer and advise them on vari...

Permanent

Wealth Management Operations Associate (Securities Transfers)

AZQORE SA SINGAPORE BRANCH

  • The processing and controls of the processes within the Securities Transfers function.
  • Ensuring efficiency and productivity in delivery quality services to Azqore’s clients.
  • Working closely with his/her colleagues to provide clients with technical expertise and solutions, in a comprehensive, timely and accurate manner.

Permanent

Wealth Planner (, / 5 Days / No Exp Req) | Code: CJT

JUST RECRUIT SINGAPORE PTE. LTD.

  • Provide sound financial advice with proper understanding of the customers’ profiles and review of customers’ financial goals
  • Maintain long-lasting relationships with both existing and potential customers
  • Capitalize on sales opportunities via lite branches, customer events, financial reviews and company engagement activities
  • Proactively acting on customer leads from existing database and set up appointments with potential customers

Permanent

Wealth Planning Manager (Banking) - Code: GL

JUST RECRUIT SINGAPORE PTE. LTD.

  • Basic salary from $3,200 - $4,000 + Monthly fixed allowance of $300-$400 + Commissions
  • Professional and Leadership path
  • Location: Island-wide across Singapore

Not Specified

Wealth Planning Manager (Banking) - Code: GL

JUST RECRUIT SINGAPORE PTE. LTD.

  • Basic salary from $3,200 - $4,000 + Monthly fixed allowance of $300-$400 + Commissions
  • Professional and Leadership path
  • Location: Island-wide across Singapore

Not Specified

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