On Site Wealth Management Jobs

A global alternative asset manager with a strong presence across the U.S. and internationally is seeking an Investment Analyst/Associate to join its venture investing team. The firm invests in early‑stage fintech and climate‑aligned companies, blending a macro‑informed perspective with deep, relationship‑driven sourcing across the U.S.This is a hig...

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...

My client is a prestige private bank providing strong discretionary and mandates services to their clients. To support the growth of their discretionary portfolio management, they are now hiring an experienced candidate in mandates and discretionary products. Job Description: Act as a client portfolio manager during pitches and periodic reviews.Ow...

Your ResponsibilitiesHandle client enquiries and maintain an accurate log of all queries and complaints.Identify the needs of prospective clients within assigned settlement and custody areas.Provide solutions to customer queries and build strong client relationships to enhance loyalty.Conduct occasional client visits and training sessions.Support t...

My client is a leading global financial institution with a strong presence across major markets, the Bank is committed to delivering innovative wealth management, investment, and treasury solutions to high net-worth individuals. Job Responsibilities Provide senior-level support to advisory and client-facing teams by delivering market insights, trad...