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High Net Worth Portfolio Manager

2 weeks ago

Singapore beBeeInvestment Full time $150,000 - $200,000
Job Title:

A high-net-worth individual is required to manage their wealth portfolio in a personalized and bespoke manner.

Responsibilities:
  • Understand the client's financial goals, risk tolerance and time horizon to offer tailored investment advice
  • Regularly engage clients with market updates and provide guidance on their investment products
  • Ensure compliance with relevant regulations and standards set by industry bodies and authorities
Required Skills and Qualifications:
  • Minimum 6 years of experience in wealth management or related field
  • Strong knowledge of financial markets, products and regulatory requirements
  • Excellent communication and interpersonal skills
  • Self-motivated individuals with a strong track record of delivering results
Benefits:

This role offers a unique opportunity to work with high-net-worth individuals and make a meaningful impact on their financial well-being.

About the Role:

This is an exciting opportunity for a skilled professional to join our team and contribute to the growth and success of our business.