Strategic Wealth Advisor

6 days ago

Singapore beBeeRelationship Full time $80,000 - $120,000
Job Description">

As a skilled wealth management professional, you will play a vital role in creating, growing, and strengthening the wealth of high net-worth clients and their families.

Our ideal candidate is driven to uncover and understand the unique needs and objectives of our discerning clients, providing expert guidance on customized solutions to meet their evolving financial goals.

With a strong sense of ownership and pride in delivering exceptional client experiences, you will work closely with a talented team of product specialists and bancassurance professionals to create tailored financial analysis and advice.

Your expertise in equities, unit trusts, insurance, and other personal investment services will enable you to provide clients with comprehensive support for all their banking, borrowing, and investment needs.

As a trusted advisor, you will collaborate with administrative staff to deliver round-the-clock service and ensure that clients receive the highest level of professionalism and care.


Required Skills & Qualifications">

You possess a tertiary qualification and at least 3 years of sales experience, preferably in banking or financial industries. Your excellent communication and interpersonal skills, combined with a strong understanding of complex financial products, make you an ideal fit for this role.

With a focus on results-driven performance and a passion for staying up-to-date on industry trends and fintech developments, you are dedicated to delivering exceptional outcomes for our clients.

As a seasoned professional, you are confident in your ability to navigate complex financial scenarios and provide creative solutions to meet the evolving needs of our high net-worth clients.


Benefits">

We offer a competitive salary and benefits package, as well as opportunities for career growth and development within a dynamic and supportive environment.

As a valued member of our team, you can expect to receive recognition and rewards for your achievements, along with access to ongoing training and professional development initiatives.

Join us in our mission to deliver unparalleled client experiences and drive success in the world of wealth management.

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