Wealth Asia
Responsible for identifying, engaging, and securing new clients for the company's range of wealth and financial products. Focuses on driving business growth and expanding the company's market presence. Key Responsibilities Proactively identify and develop new business opportunities through various channels,…
Supports the Executive Wealth Director and his team in the research, analysis, management, and execution of client investment strategies. Acts as a crucial link between the sales team and the back office operations, ensuring seamless client service, sales support, and…
The Trainee will be an active member of the Wealth and Financial Planning Team, bridging the gap between theoretical knowledge and practical application. The program aims to provide comprehensive, hands on experience and training to prepare the individual for a…
We need an Estate Planner to focus on the comprehensive management, structuring, and legal transfer of a client's wealth and assets to their chosen beneficiaries, both during their lifetime and after death. Key responsibilities Conducting Comprehensive Reviews: Analysing the client's…
The Business Loan Officer primary duties involve a mix of sales, credit analysis, and client relationship management, focused on providing financing solutions to businesses. Key responsibilities Building and maintaining strong relationships with clients. Identifying and cultivating new business opportunities for…
We need a professional Estate Solutions Consultant who provides advice and services related to wealth, financial and legacy estate planning. Key Responsibilities Conduct in depth discussions with clients to understand their financial objectives, risk profile, and long term goals. Evaluate…
We are recruiting an Investment Sales Specialist within the wealth and financial services sector. Key Responsibilities Client Acquisition & Sales Targets: Actively prospect, identify, and acquire new high net worth (HNW) or institutional clients to grow the investment portfolio and…
We are recruiting a Sales Specialist to focus on achieving sales targets, managing client relationships, and acting as a wealth and financial product expert. Key responsibilities Meeting or exceeding weekly, monthly, and annual sales quotas and performance metrics. Formulating and…
This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow up, assist in closing of sales and deals. Core Function…
This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow up, assist in closing of sales and deals. Core Function…
Our company is looking for a self driven professional who provides support to the Wealth Executive Director by handling wealth and financial administrative and technical tasks. These tasks will involve creating and managing a client's wealth and financial portfolio, and…