
High Net Worth Client Financial Specialist
4 days ago
This is a dynamic full-time on-site role, located in Singapore. The successful candidate will be responsible for developing and managing relationships with high-net-worth clients, understanding their financial needs, and providing tailored solutions.
Daily tasks include identifying new business opportunities, creating and presenting comprehensive financial strategies, and collaborating with internal teams to deliver excellent client services.
The ideal candidate must have experience handling high net worth clients from China, strong business development and relationship management skills, and expertise in wealth management, financial planning, and asset allocation.
- Bilingual proficiency in English and Mandarin (both written and spoken)
- Must obtain certification in insurance or a General Insurance Education Certificate
- Strong business acumen and analytical skills
- Excellent communication and negotiation skills
- Ability to work independently and as part of a team
We offer a competitive salary, performance-based incentives, opportunities for career growth and development, a dynamic international work environment, and comprehensive training and support.
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