Wealth Planner recruitment
UBS is one of leading wealth managers. Our business sector Wealth Planning (WP) is committed to providing comprehensive solutions to match our client’s needs, objectives and expectations. We work with UBS client advisors to develop these high quality and tailor-made solutions. The successful candidate will be responsible for working closely with Client Advisors, providing wealth structuring strategies and solutions to clients. The Wealth Planner will be the primary Client Advisor (CA) point of entry for wealth structuring solutions. Key tasks and responsibilities includeActively supporting CA’s Read more […]
Wealth Planner recruitment
A Fortune 500 company, PNC is one of the largest and most respected banks in the country. But that doesn’t mean we speak in banking lingo or hide behind spreadsheets. In fact, it’s our down-to-earth approach with customers that’s put us on the map. We see how work/life balance, green initiatives, a family-friendly outlook, and social responsibility make for happier employees. And happy employees make for very happy customers.As a Wealth Planner at PNC and a member of PNC’s Wealth Management Group, you will be joining one of the largest trust and investment managers in the United States and have Read more […]
Wealth Planner recruitment
Our client, leading private bank, providing a full spectrum of trust services, is looking for Wealth Planners for their Singapore office. Their specialization lies in working with financial institutions and professional intermediaries to assist their clients who are seeking confidentiality, asset protection, cross border tax-planning and effective commercial structures.Reporting to the Director, you should have an entrepreneurial spirit and professional services experience in the Trust and Fiduciary industry with a demonstrated selling attributes and techniques.You will be expected to be1. Read more […]
Wealth Planner recruitment
Job Summary – New business acquisition and marketing/promotion of company’s Wealth Planning solutions. Additional responsibilities include support in Trust relationship management and administration.Principal Tasks – Marketing Promotional activitiesSolicit prospect by introducing WPS servicesMeet write proposal to prospective clientsFollow through with prospecting till completionGuide train bankers/RMs of WPS benefits and its servicesForge close/improve working relationship with private bankers/RMOther duties which might be assigned from time to timeQualifications – Degree in Law or Accounting Read more […]