Financial Solutions Expert

2 weeks ago

Singapore beBeeWealth Full time $60,000 - $120,000
Strategic Wealth Specialist

We are seeking a highly skilled and experienced Strategic Wealth Specialist to join our team.

  • The successful candidate will be responsible for conducting professional financial analysis sessions with clients, understanding their needs and recommending suitable solutions.
  • They will build and strengthen long-term relationships with clients by providing regular market insights, product updates, and advisory support.
  • Promoting a comprehensive suite of banking and investment solutions, including structured notes, FX trades (with leverage), bonds (corporate and sovereign), and other wealth management products is also a key aspect of the role.
  • The ideal candidate will deliver tailored financial strategies across bancassurance, loans, and investments to help clients achieve their financial objectives.
  • Active participation in branch and business development initiatives is essential to contribute to the overall success of our organization.

Key Responsibilities:

  • Conduct in-depth financial analysis sessions with clients to understand their financial goals and recommend personalized solutions.
  • Develop and maintain strong client relationships through regular communication, market insights, and product updates.
  • Promote a diverse range of banking and investment products, including structured notes, FX trades, and bonds, to meet client needs.
  • Design and implement tailored financial strategies to help clients achieve their financial objectives.
  • Participate in business development initiatives to drive growth and revenue.

Requirements:

  • Proven experience in financial analysis and wealth management.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Knowledge of financial markets and instruments.
  • Bachelor's degree in a relevant field.

What We Offer:

  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.
  • The chance to work with a leading organization in the financial services industry.

  • Financial Solutions Expert

    2 weeks ago

    Singapore beBeeExpertise Full time $40,000 - $60,000

    Job Title: Financial Solutions ExpertAs a Financial Solutions Expert, you will play a vital role in providing personalized financial solutions to clients. Your primary objective is to understand their financial needs and provide suitable loan products that cater to their requirements.Key Responsibilities:Understand clients' financial needs and provide...

  • Financial Solutions Expert

    1 week ago

    Singapore beBeeFinancial Full time $90,000 - $120,000

    Job Title: Financial Solutions ExpertAre you an experienced professional looking to leverage your skills in financial solutions?We're seeking a skilled and innovative Financial Solutions Expert to join our team.Job Description:The ideal candidate will have a strong background in financial services, with experience in solution development, implementation, and...

  • Financial Solutions Expert

    2 weeks ago

    Singapore beBeefinancial Full time $90,000 - $120,000

    Job Title: Financial Solutions ExpertWe are seeking a Financial Solutions Expert to lead our team in providing innovative accounting and financial reporting solutions for clients in the region.Duties:Lead a project team in delivering accounting and financial reporting solutions that meet or exceed client expectations.Conduct diagnostics and assessments of...

  • Financial Solutions Expert

    1 week ago

    Singapore beBeeBusiness Full time $72,000 - $108,000

    Job OpportunityWe are seeking a Business Strategist to provide expert financial solutions to businesses. The ideal candidate will have a strong interest in business finance and be able to structure bespoke financial packages.Key Responsibilities:Develop and implement comprehensive financial strategies for clients.Conduct thorough financial analysis to...

  • Financial Solutions Expert

    1 week ago

    Singapore beBeeBusiness Full time $4,000 - $8,000

    Job Title: Financial Solutions ExpertJob DescriptionAs a Financial Solutions Expert, you will be responsible for generating and qualifying leads of clients. You will identify potential sales opportunities and develop customised solutions to meet their needs.You will work closely with SME clients to provide professional analysis and financial advice. Your...

  • Financial Solutions Expert

    1 week ago

    Singapore beBeeLoan Full time $60,000 - $70,000

    Job Title: Financial Solutions ExpertThis role involves collaborating with clients to comprehend their financial requirements and providing suitable loan solutions. Key responsibilities include explaining loan products, handling disbursements, conducting eligibility assessments, and arranging appointments with clients.Key Responsibilities:Understand clients'...

  • Financial Solutions Expert

    7 days ago

    Singapore beBeeLoan Full time

    Job Title: Financial Solutions Expert This role involves collaborating with clients to comprehend their financial requirements and providing suitable loan solutions. Key responsibilities include explaining loan products, handling disbursements, conducting eligibility assessments, and arranging appointments with clients. Key Responsibilities: Understand...

  • Financial Solutions Expert

    1 week ago

    Singapore beBeeInvestment Full time $80,000 - $120,000

    Job DescriptionSeek a seasoned investment advisor to provide exceptional customer service and expert guidance on financial products.Build and maintain strong relationships with customers, addressing inquiries and offering tailored solutions.Stay up-to-date on the latest market trends and developments.Required Skills:Exceptional communication and...

  • Solutions Architect

    2 weeks ago

    Singapore Novel Financial Solutions. Full time $150,000 - $200,000 per year

    Direct message the job poster from Novel Financial Solutions.HR Manager - Talent Acquisition, Employee Engagement, CRS, Attendance Management, Vendor Management, Stockholder Management Job Background/Context This role is crucial in designing and implementing technology solutions that support the business needs of Finance Markets & Credit Risk Technology ....

  • Expert Financial Solutions Specialist

    1 week ago

    Singapore beBeeFinancial Full time $60,000 - $120,000

    Job Title: Expert Financial Solutions SpecialistJob DescriptionProvide expert financial advice to clients based on their unique financial and protection needs.Offer tailored recommendations for wealth accumulation and legacy planning, helping clients achieve their long-term goals.Develop corporate solutions for businesses, addressing their specific financial...