Expert Financial Advisor

1 week ago


Singapore beBeeWealthManagement Full time $100,000 - $130,000

We are seeking a seasoned professional to spearhead our wealth management initiatives. This role will focus on providing bespoke financial solutions to high net worth individuals.

Key Responsibilities
  • Deliver personalized financial analysis and advice to uncover investment needs and objectives of affluent clients at different life stages.
  • Collaborate with product specialists and Bancassurance experts to offer tailored guidance on customised solutions to customers.
  • Work closely with administrative staff to provide clients with exceptional round-the-clock service for all their banking, borrowing and investment needs.

This is an excellent opportunity for a motivated individual to join our team and make a meaningful contribution to the success of our clients.

Requirements
  • A strong sense of ownership and pride in helping clients achieve their financial goals.
  • Excellent communication and interpersonal skills.
  • The ability to stay abreast of the latest industry trends, investment products & services, and fintech developments.
What We Offer
  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • A competitive remuneration package.

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