Strategic Financial Partner

2 weeks ago

Singapore beBeeWealth Full time $180,000 - $210,000

The role of a Wealth Management Advisor is to serve as a strategic partner for high-net-worth individuals, delivering comprehensive guidance on wealth management and bespoke financial solutions. This involves crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.

Serving as a trusted advisor, the Wealth Management Advisor proactively anticipates client needs, builds deep, long-term relationships, and acts as the central point of contact. They collaborate with internal specialists to provide a holistic client experience, emphasizing wealth preservation, growth, and intergenerational wealth transfer.

Key Responsibilities:
  • Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management.
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment, leveraging existing networks and referrals to expand the client base.

This role requires strong analytical, communication, and interpersonal skills, as well as the ability to work independently and as part of a team. The ideal candidate will have a proven track record of success in business development and client relationship management, with a deep understanding of financial markets, investment strategies, and wealth planning principles.

Bachelor's/University degree

Mandatory certifications as required for advising on and selling financial products

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