Bancassurance & Wealth Solutions Specialist
DBS Bank
Same platform, different brand. Your saved jobs and alerts as well as your log in details have moved with you. What Where Treasures Bancassurance Specialist (Onshore), Consumer Banking Group DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations. Responsibilities Work closely with the branch sales and service teams to provide innovative product solutions to address customers’ retirement planning, savings and financial protection needs Manage the branch sales portfolio, promotions and campaigns Strengthen long-term relationships with our customers by providing excellent customer service Requirements Diploma or Degree holder with at least 6 years of sales experience Knowledge of Financial Planning will be beneficial Strong presentation and selling skills Excellent communication and interpersonal skills Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad . Sign in to start saving jobs in your profile. Don’t have a Jora account? Register with: Do you want to receive recommendations for similar jobs? #J-18808-Ljbffr DBS Bank
$125k - $290k
Overview Asset & Wealth Management (GSAM) A career with Goldman Sachs Asset & Wealth Management... ...within the Alternative Investment Solutions Group, part of Goldman Sachs Asset... ...relationships. Partner with an alternatives specialist and internal consultant in a thoughtful...SuggestedFull timeTemporary workPart timeWorldwide$85k - $150k
Overview WHO are we looking for? CAPTRUST is seeking a collaborative and detail-oriented Wealth Solutions Specialist to support and enhance our growing wealth management services. The Wealth Solutions Specialist will work directly with our financial advisors to provide...SuggestedTemporary workWork at officeLocal areaFlexible hours- A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...Management (GSAM) delivers innovative investment solutions through a global, multi-product platform... .... Responsibilities Goldman Sachs Model Specialists are responsible for driving growth in...Suggested
$100k - $170k
Asset & Wealth Management Overview A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the... ...with your clients. Job Description Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets...SuggestedFull timeTemporary workPart time- ...Managed Solutions Associate As a Managed Solutions Associate within the Managed Solutions Specialist Team, you will collaborate with Portfolio Managers, Strategists, and Due... ...region and channel (in Private Bank and U.S. Wealth Management) to understand respective...SuggestedWorldwide
- A leading global investment firm is seeking an Associate to join its Private Wealth Capital Solutions team in New York. This role involves supporting financial advisor client coverage, executing proactive sales strategies, and fostering relationships to drive fundraising...
- ...firm seeks an Associate, Liquidity & Banking Specialist to support senior specialists and promote short-term investment solutions. Responsibilities include understanding... ...degree is required for this pivotal role in wealth management. #J-18808-Ljbffr JPMorgan Chase &...Temporary work
$119k - $155k
Team Responsibilities The Private Wealth team directs product strategy, design and development for MSCI Private Assets in support of... ...by bringing to market new products and orchestrating holistic solutions that increase efficiency, optimize investment outcomes, improve...Flexible hours$135k - $155k
...General Atlantic, please visit: Position Summary General Atlantic’s Capital Solutions team is focused on marketing the firm’s global investment strategies to institutional and private wealth investors worldwide. The Capital Solutions team manages all aspects of client...Local areaWorldwide- Job Description Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping... .... As an Associate, Liquidity & Banking Specialist within the J.P. Morgan Wealth Management... ...and adoption of short‑term investment solutions including Money Market Funds, Brokered CDs...Temporary workWork at office
$85k - $110k
Asset & Wealth Management, Client Solutions Group, Management & Strategy, Analyst - New York New York, New York, United States Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the...Full timeTemporary workPart timeWork at office- ...services firm is seeking a PLP Borrower Specialist in New York, NY. You will manage the Professional... ..., introduce clients to tailored loan solutions, and be the primary point of contact for... ...have at least 2 years of experience in Wealth Management or Banking and a Bachelor's...
$110k - $130k
Asset & Wealth Management - Quantitative Strategist, MAS - New York, VP New York, NY, United States Job Description What We Do Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team delivers bespoke investment solutions to High Net Worth, Institutional...Full timeTemporary workPart timeWork at office$145k - $185k
Overview Job Title: Private Wealth Capital Specialist Company: Initio Capital Employment types: Full-time, Part-time, Contract, Temporary, Internship... ...on employer needs. For more information on the Career Launch AI Talent Network, visit: #J-18808-Ljbffr TEEMA Solutions GroupFull timeContract workTemporary workPart timeCasual workInternship- TwinThread in New York seeks a Managed Solutions Associate to collaborate with experts on managed solutions. This role offers the chance to build expertise in multi-asset or equity-focused investing. As part of a dynamic team, you’ll gain insights into financial strategies...
- Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions... ...their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and...Day shift
$85k - $160k
...alternative investment offerings. Ideal candidates have a Bachelor's degree, strong analytical skills, and over three years of experience in wealth management or investment banking. The expected salary ranges from $85,000 to $160,000, plus potential bonuses. #J-18808-Ljbffr...- Description J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth... ...Summary As a Team Lead/Settlement Officer ED in Wealth Management Solutions, Trust & Estates, you will oversee a team of Settlement...
- Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve... .... As an Executive Director Liquidity Specialist within J.P. Morgan Wealth Management,... ...identifying new client opportunities, proposing solutions for existing client needs, and providing...Temporary workFixed term contract
- As a ConnectWealth Platform Specialist , you will serve as the subject matter expert to deliver the value proposition of our new strategic... ...Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the Chase Wealth Management and JP...Flexible hours
$100k - $170k
New York, New York, United States Job Description Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is... ...advisors and individuals. WIS Overview The Wealth Investment Solutions (WIS) team within Goldman Sachs Asset Management manages over $...Full timeTemporary workPart timeWork at office- J.P. Morgan Wealth Management- Executive Director, Banking & Liquidity Specialist New York, NY, United States Job Identification 210718624 Job Category Product Specialist... ...new client opportunities, proposing solutions for existing client needs, and providing cash management...Full timeTemporary workFixed term contract
- ...are Aspiriant , a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families... ...professionals (CPAs, attorneys) to ensure integrated planning solutions Support business development efforts, including referrals,...Work at office
- ...platforms that support the business and spur innovation. Overview Connection Services has a fantastic opportunity for a Microsoft Solutions Specialist, working Remotely. Excellent opportunity to work for a top VAR offering excellent benefits including 3 weeks paid PTO, bonus...Contract workWork experience placementRemote workShift work
- ...championing a vibrant and transparent digital advertising supply chain. Position Description Vice President, Advertiser Solutions - Specialist Sales Are you a strategic sales leader with a hunter mentality and deep expertise in CTV, app, curation and commerce?...Work at officeRemote workFlexible hours
- ...Contribution industry. A QKA designation is required. The role involves working cross-functionally, reviewing competitive pricing, and optimizing team performance. Join this team to help promote financial security through innovative retirement solutions. #J-18808-Ljbffr...
$135.7k - $196.75k
...industries, preferably with exposure to software as a service (SaaS) solutions. ~ Excellent communication and interpersonal skills, with... ...30% as required. About the Team The Insurance Solutions Specialist team is a global, client-facing technical pre-sales group that...Full time$80k - $90k
...experienced client-facing professional to review pricing information, manage inquiries from sales teams, and contribute to technology solutions. The ideal candidate has over 5 years of experience in the Defined Contribution industry and holds a relevant designation. This...$50k - $100k
...A dedicated debt relief solutions provider in the United States is seeking driven individuals for the role of Entry-Level Client Solutions Specialist. This performance-based position offers flexibility, where you will assist clients in reducing debt by connecting them...Flexible hours$68k - $100k
...Position: GHG Quantification Specialist, Nature-based Solutions (NbS) Term: Full-time – Employee or Consultant (depending on location) Location: Work from home/Time zone that works well with Pacific Standard Time Company Summary Founded in 2006, Terra Global is a mission...Full timeLocal areaRemote workWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bancassurance & Wealth Solutions Specialist. Be the first to apply!
- vetting specialist New York, NY
- protection specialist New York, NY
- mental health specialist New York, NY
- outreach specialist New York, NY
- fixed income specialist New York, NY
- community outreach specialist New York, NY
- registration specialist New York, NY
- accessibility specialist New York, NY
- intake specialist New York, NY
- bilingual specialist New York, NY


