Wealth Management Specialist

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.

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.

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...

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...

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...

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,...

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 Mastery Academy is looking for an experienced Digital Sales Specialist to join our team. As a Digital Sales Specialist, you will be responsible for driving sales growth through e-commerce channels and developing effective marketing strategies.Key ResponsibilitiesDeveloping Marketing Strategies: Develop and implement e-commerce marketing strategies to...

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.

Job DescriptionWealth Mastery Academy seeks a highly skilled Digital Commerce Specialist to join its team. As an integral part of our organization, you will be responsible for ensuring the smooth operation of our e-commerce platform.Key ResponsibilitiesManage and maintain accurate product listings on various e-commerce platforms.Ensure product descriptions,...

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...

About the RoleWe are looking for an Online Sales Specialist to join our team at Wealth Mastery Academy. This is an exciting opportunity to work with our e-commerce platform and drive sales growth.e-commerce Strategy:Develop and implement e-commerce marketing strategies to increase traffic, conversions, and sales.Coordinate with external vendors, such as...

Job SummaryWe are looking for an experienced Portfolio Counsellor to join our team at Hong Leong Bank. In this role, you will have the opportunity to work with high net worth individuals and provide tailored investment solutions to meet their financial goals.Your key responsibilities will include developing and implementing investment strategies that align...

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...

Company OverviewLiveGreat Wealth And Risk Management is a reputable firm offering financial solutions and insurance products.

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...

Company Overview:Independent Resourcing Consultancy Ltd is a premier financial services firm seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Kuala Lumpur.Key Responsibilities:Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.Conduct...

Key ResponsibilitiesDevelop customized wealth management strategies to meet client needs.Nurture long-term relationships with clients to ensure trust and satisfaction.

Our ApproachWe aim to equip our Wealth Managers with the necessary expertise and support to excel in their roles. Support is provided for team members to achieve relevant qualifications, including the highly recognized Level 4 UK financial planning requirements.