Customer Wealth Development Manager

Company OverviewFinspiration Advisory I Wealth Management is a dynamic company that provides tailored wealth management solutions to clients. Our team of passionate professionals is dedicated to delivering exceptional results.

Job DescriptionWe are seeking a skilled Wealth Planning Specialist to join our team. Your primary responsibility will be to advise clients on life insurance products and other financial solutions.You will have the opportunity to build customer relationships and engage with customers face-to-face to provide insurance and financial consultation.

As a specialist in wealth protection and insurance services, we cater to high net worth individuals worldwide.Our team of experts delivers bespoke solutions, leveraging our extensive network and deep industry knowledge.We take pride in our ability to provide exceptional service and support to our clients.ResponsibilitiesBuilding and maintaining relationships...

We specialise in wealth protection and insurance services, catering to high net worth individuals worldwide.Our team of experts provides bespoke solutions tailored to meet our clients' unique needs.We leverage our extensive network and deep industry knowledge to deliver exceptional results.Key ResponsibilitiesBuild and maintain relationships with key...

Wealth Advisory RoleThis is a challenging opportunity for a highly motivated and experienced individual to join our team as a Wealth Management Expert. As a key member of our private banking team, you will be responsible for providing expert advice and guidance to high net worth clients.ResponsibilitiesTo develop and implement effective wealth management...

As a Premier Wealth Manager at HSBC Amanah, you will work closely with colleagues to define, manage, and achieve divisional business targets.Key Accountabilities:Implementing and managing account-planning activities to meet specified targets according to the Sales Plan.Contributing to the branch and PFS business profitability through strategic analysis and...

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. As a Wealth Management Professional, you'll leverage digital banking channels with a human touch to provide clients with differentiated products and services.Responsibilities include acquiring and deepening relationships with New to Bank...

Are you looking for a challenging and rewarding career in wealth management? Do you have a passion for helping clients achieve their financial goals? If so, we encourage you to apply for our Wealth Management Specialist position at My Wishes Integrated Services.Job Description:We are seeking a highly motivated and experienced Wealth Management Specialist to...

About the RoleThe Head of Wealth Asset Financing is responsible for overseeing the development and management of financing solutions that align with the objectives of the Regional Wealth Management (RWM) division. Key responsibilities include championing financing options, including Mortgage, Hire Purchase, and Credit Cards, to RWM customers and equipping...

Product Development RoleWe are seeking a highly skilled individual to join our team as a Product Development Lead for Treasury products. As a key member of our team, you will be responsible for managing and carrying out activities related to OCBC Wealth Management – Treasury products.Main Responsibilities:Manage and carry out activities of OCBC Wealth...

Job Title: Wealth Management StrategistAt StashAway Hong Kong Limited, we're pushing the boundaries of wealth management to bring simplicity and accessibility to investing. We're now looking for a skilled Wealth Management Strategist to spearhead our efforts in making financial interactions easy and hassle-free.About This Role:You will oversee our approach...

Wealth Management and Sales ProfessionalAbout Our TeamWe are a leading bank with a commitment to delivering exceptional wealth management and sales services to our clients. As a Wealth Management and Sales Professional, you will play a key role in achieving this goal.Key Responsibilities:Manage relationships with high-net-worth clients, providing them with...

Job OverviewThe Private Client Franchise at OCBC Bank is expanding, and we are seeking a Wealth Management Professional to join our team. As a key member of the franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) Private Clients.Key ResponsibilitiesTo enhance...

Company OverviewCitigroup Inc. is a global leader in financial services, serving millions of clients across the world. Our Consumer, IPB, and Private Bank Business serves two of the fastest growing cities, Singapore and Hong Kong, through our Asia Wealth business.We offer a diversified range of products from insurance to complex wealth management products,...

Job OverviewWe are seeking an experienced Wealth Management Professional to join our team at Utrade, a leading financial institution in the private wealth management industry.The successful candidate will be responsible for delivering bespoke wealth management solutions to high-net-worth clients, aligning with their financial objectives and goals.

About the RoleWe serve almost 3 million customers across Singapore, Malaysia, Indonesia, and China. In Malaysia, our customer proposition caters to high net worth, premier, and emerging affluent individuals through our private wealth management and affluent banking propositions.This is an opportunity for aspiring graduates to accelerate their careers and...

About the RoleIndependent Resourcing Consultancy Ltd is seeking a skilled Wealth Manager to join their team. This role involves providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.In this position, you will be responsible for developing and managing a portfolio of clients, conducting comprehensive...

Job DescriptionWe are seeking a skilled and motivated Insurance Product Expert to join our Wealth and Personal Banking team. As a key member of our team, you will be responsible for defining, managing, and achieving divisional business targets.Your primary duties will include:Meeting KPIs related to wealth insurance revenue and sales performance...

Role Overview:We are looking for a talented Treasury Specialist to join our team, responsible for managing a portfolio of HNWI clients and providing exceptional investment advisory services.As a key member of our Wealth Management Business, you will have the opportunity to work closely with our experienced team to develop and implement investment strategies...

Job SummaryWe are seeking an experienced Business Development Manager to join our team in Wealth Management. As a key member of our department, you will be responsible for developing and maintaining relationships with high-profile clients to drive business growth and meet our strategic objectives.Key Responsibilities:Manage key relationships with existing...