Senior Investment Sales & Advisory Leader
DBS Bank Ltd
DBS Bank Ltd in Hong Kong seeks an experienced investment sales professional to lead frontline sales, drive performance, and ensure regulatory compliance. The role includes development of sales strategies, coaching staff, and providing professional support to customers and branches. Ideal candidates will have 5+ years in financial institutions, RI registration (Type 1 and 4) with HKSI papers 1/7/8, and CFP/CFA designation is a plus. #J-18808-Ljbffr DBS Bank Ltd
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Investment Sales & Advisory Leader in Mercer Island, WA vacancy
- ...Solutions consists of Schwab Wealth Advisory, Centralized Service &... ...based and non-discretionary investment advisory solution providing clients... ..., and liquidity needs.As a Senior Regional Manager you will... ...are good at-Motivating - As a leader you will inspire your team by...SeniorFull timeWork at office
The Charles Schwab Corporation
Bellevue, WA3 days ago - ...on site in the specified location. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and...SeniorWork at office
- InnVentures Bellevue is seeking a Director of Sales to lead and mentor the hotel sales team across Embassy Suites properties in the Seattle‑Bellevue market, driving new business and partnerships. You will translate client needs into compelling hotel solutions and strive...Senior
- Ericsson is seeking a Senior Business Development Manager to drive new business growth for Mobile Financial Services in North America. The role focuses on creating opportunities, opening new accounts, and closing complex, high-value engagements with strategic clients in...Senior
$80k - $136k
...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and... ...other.CLA is currently seeking an Audit Senior to join our Higher Education industry... ...competitive wages and view compensation as an investment in our people. Factors such as geography...SeniorFull timeCliftonLarsonAllen
Bellevue, WA7 days ago- ...Advisor/Relationship Manager to manage financial planning and investment services for a segment of clients with a high-touch approach.... ...certification, Series 65, a Bachelor's degree, and 5+ years in advisory roles, with a passion for client service and collaboration. #J...Senior
- ...a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored... ..., WA, mentoring colleagues, and partnering with senior advisors to deliver comprehensive investment advice using a wide range of products. A CFP or CFA,...Senior
- Salesforce, Inc. is seeking a Core Technical Architect to be a pre-sales, customer-facing expert helping align Salesforce solutions with customers' AI and cloud adoption strategies. You will guide architecture decisions, lead executive-level discussions, and develop repeatable...Senior
$163.4k - $222.6k
...Workday Payroll Consulting Senior Manager, you will serve as a delivery leader and trusted advisor,... ...Armanino as a long-term advisory partner rather than a transactional... ...leaders. Support pre-sales efforts by contributing... ...capability and genuine investment in developing other...SeniorFull timeContract workLocal areaFlexible hoursArmanino
Bellevue, WA6 days ago$131k - $185k
...SpecialistWhat You’ll Do:Strategic Advisory & M&A Support* Lead... ...timelines and investment priorities* Identify... ...how platforms support Sales, Marketing, Finance,... ...life. We are trusted by leaders across the Global 1000... ...salary pay range for Senior Consultant in Silicon...SeniorTemporary workLocal areaSlalom
Seattle, WA2 days ago$79k - $125k
...help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage significant business transactions. We combine our depth of technical...SeniorFull timeContract workWork experience placementLocal areaFlexible hoursArmanino
Bellevue, WA6 days ago- ...our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education...Full time
CliftonLarsonAllen
Bellevue, WA2 days ago $188.1k - $256.2k
...restructuring, exit strategies, non-performing or distressed investments, and insolvency. Responsible for hands on management of project... ...professionally develop team members, actively participating in the career advisory and performance review process. Provide knowledgeable guidance...SeniorFull timeContract workLocal areaFlexible hoursArmanino
Bellevue, WA3 days ago$88.9k - $133.9k
...supportive people, willing to listen to your ideas. Our Transaction Advisory Services practice focuses on the financial and tax due diligence... ...typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc. Assist the Manager with buy-...SeniorFull timeContract workLocal areaFlexible hoursArmanino
Bellevue, WA7 days ago$10 per hour
...business, society, and the environment? Come join us.Exciting Trade Advisory Opportunity to Help Make Global Trade EasyThe opportunity: The... ...high performance culture.Manage a team and be a proactive leader to build and grow Trade Advisory services.Own the entire portfolio...SeniorWork at officeFlexible hoursFlexport
Bellevue, WA6 days ago- ...Haus is looking for a Manager of Enterprise Sales to lead the team selling into our largest... ...role. You'll recruit and develop senior enterprise sellers, own forecast accuracy... ...~ Passionate about building, teaching, investing in, and evolving high-caliber sales teams...SeniorWork at officeWork from homeWorldwideFlexible hours
US Health Partners, LLC
Seattle, WA2 days ago $140k - $200k
...review meetings. Develop relationships that extend beyond investment performance and position the firm as a trusted resource when important... ...in wealth management, financial planning, or a related advisory role, with meaningful experience meeting directly with clients...SeniorPermanent employmentWork at officeMonday to FridayAston Carter
Bellevue, WA1 day ago$222.5k - $344.9k
...drive and deliver growth of our suite of advisory service offerings for MTC and OT across multiple... ...history to help Stantec grow.Engage as a senior advisor/technical lead in the delivery of... ...will actively participate in and support sales and account management processes for...SeniorFull timeTemporary workPart timeCasual workWork at officeLocal areaFlexible hoursStantec
Seattle, WA2 days ago- ...communities through industry-focused wealth advisory, digital, audit, tax, consulting, and... .... This role is designed for a motivated leader who is excited to help build and grow... ...competitive wages and view compensation as an investment in our people. Factors such as geography...Full time
CliftonLarsonAllen
Bellevue, WA3 days ago - All Jobs > Vice President, Senior Wealth Manager Lido Advisors is... ...to the Regional Market Leader, this individual will be responsible... ...tax and estate planning, investment management, and asset allocation... ...best‑in‑class wealth advisory services. We offer a unique approach...SeniorFlexible hours
- SpaceX is seeking a Sr. Product Sales Manager for Starlink Aviation to drive revenue growth by leveraging aviation industry knowledge and Starlink capabilities. You will collaborate across teams to refine pricing, product strategy, and go-to-market plans, while enabling...Senior
- Cohesity, Inc. is seeking a seasoned Senior Director of Sales Compensation to own payroll, system administration, and analytics across the sales organization. You will partner with Sales, Finance, and Payroll to optimize compensation plans that align with Cohesity's strategic...Senior
- SpaceX is seeking a Sr. Product Sales Manager for Starlink Maritime to drive revenue growth across vessels and markets. You’ll shape pricing, product and GTM strategies, support integration of new hardware and services, and collaborate with cross-functional teams to enable...Senior
- Pinterest is seeking an Industry Manager to define, launch, and lead the Fashion sales strategy from our US offices. You will work with brands and agencies to drive growth, build strategic partnerships, and align advertising solutions with client goals in a fast‑moving...Senior2 days per week
- Tata Consultancy Services in the United States is seeking an experienced SAP Pre-Sales Lead to drive SAP solutioning, client engagement, and pursuit leadership across the US market. You will partner with sales and delivery teams to craft innovative, value-driven solutions...Senior
- Accenture is seeking a Sales Capture Senior Manager for Private AI to lead end-to-end pursuit activities, translate client priorities into compelling proposals, and shape commercial models for strategic opportunities. You will coordinate with solution architects, data/...Senior
- Salesforce AMER Sales Strategy team seeks a candidate to partner with sales leadership on strategic planning, sales optimization, and business operational support. You will collaborate with finance, employee success, marketing, and operations to drive Go-To-Market initiatives...Senior
- McKinstry in Seattle, WA seeks a Senior Account Executive to manage high-complexity sales projects, client relationships and larger contracts. You will develop... ...You’ll build strategic partnerships with industry leaders, support project financials and contracts, and mentor...Senior
- TEGNA Inc. is seeking a Local Sales Manager for KING 5 Media in Seattle. You will lead a team of Account Executives and Account Managers, drive local TV and digital sales, and partner with national sports units to maximize revenue. Reporting to the Director of Sales, you...SeniorLocal area
- Philips seeks an Enterprise Sales Leader for Diagnostic Imaging to manage strategic accounts, nurture C-level relationships, and drive multi-line sales. You will oversee VP-led teams, coordinate cross-functional resources, and execute strategic account plans across the...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Sales & Advisory Leader. Be the first to apply!
Related searches
- senior manager diversity & inclusion Mercer Island, WA
- senior manager legal Mercer Island, WA
- senior resident engineer Mercer Island, WA
- senior Mercer Island, WA
- srs Mercer Island, WA
- route sales Mercer Island, WA
- insurance sales trainee Mercer Island, WA
- entry level software sales Mercer Island, WA
- sales management training program Mercer Island, WA
- financial sales Mercer Island, WA