Wealth Management Jobs
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Administrative Assistant (1 year contract)
ResponsibilitiesDeliver end‑to‑end administrative assistance to senior leaders and designated teams.Independently manage complex calendars, assessing priorities and making informed decisions on meeting scheduling and rescheduling based on urgency and business needs.Coordinate meetings involving internal colleagues and external parties, including ar...
Trust Manager Professional Servcies Provider
A well regarded trust company is looking for a trust manager to join their team in Singapore.Responsibilities:Manage a portfolio of client relationships for daily operations and maintain relationships with related trust partiesHandle day to day trust administration documentation.Ensuring client satisfaction by way of the daily administration of tru...
Senior Wealth Planner Private Bank
Job Summary:As a Senior Wealth Planner, you will play a key role in delivering holistic wealth planning solutions to high-net-worth individuals and families. You will work closely with Relationship Managers and external advisors to design and implement bespoke strategies involving trusts, insurance, family governance, and succession planning. This ...
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CS & Office Admin
Your Responsibilities:Handle client enquiries and maintain a log of enquiries and complaintsIdentify the needs of prospective clients in settlement and custody servicesProvide solutions to customer queries and foster strong client relationshipsOccasionally visit and train clientsSupport the Office Manager with clerical and administrative tasks to e...
AP/AR Manager
Key ResponsibilitiesAccounts Receivable & Client BillingOwn monthly/quarterly client billing, including fee calculations, invoicing, adjustments, and documentation.Coordinate custodian fee debits and reconcile postings to custodial statements.Maintain accurate billing data (AUM, fee schedules, households) across CRM and portfolio systems.Monitor A...
AP/AR Manager
Key ResponsibilitiesBilling & Invoicing ManagementOversee quarterly billing cycles for clients and advisors, including preparation, execution, reconciliation, and adjustmentsEnsure accurate fee calculations, manage error resolution, rebates, and account closuresCoordinate fee collection efforts with third-party vendorsPartner with advisors to resol...