High Net Worth Client Financial Specialist

4 days ago


Singapore beBeeFinancial Full time $30,000 - $100,000
Senior Client Relationship Manager

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.



  • Singapore beBeeFinancial Full time $150,000 - $250,000

    Job TitleA Financial Advisor position is available for a high-net-worth individual specialist with experience in wealth management.Job DescriptionThe successful candidate will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to clients. They will proactively anticipate client needs, crafting personalized...


  • Singapore beBeeFinancial Full time $150,000 - $200,000

    Private Client Advisor RoleThe Citigold Private Client Advisor is a trusted partner for high-net-worth individuals, offering bespoke wealth management guidance and sophisticated financial solutions.This strategic role involves proactively anticipating client needs, crafting personalized strategies that include investment management, advanced planning, and...


  • Singapore beBeeWealth Full time $150,000 - $200,000

    As a strategic partner for high-net-worth individuals, you will deliver comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, you will proactively anticipate client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex...


  • Singapore beBeeFinancial Full time $80,000 - $120,000

    High Net Worth Banking SpecialistJob Description:We are seeking a seasoned financial expert to fill the role of High Net Worth Banking Specialist. This key position requires a deep understanding of complex financial products and services, as well as exceptional communication and interpersonal skills.Responsibilities:Develop and implement tailored financial...


  • Singapore beBeeFinancial Full time $50,000 - $80,000

    We are seeking a driven individual to excel in the role of Financial Advisor, focused on providing tailored financial solutions to high net worth clients.About the Role:As a key member of our Retail function, you will provide expert financial advisory services, meeting the complex financial planning needs of our discerning clients.Develop and deepen...


  • Singapore beBeeFinancial Full time

    We are seeking a driven individual to excel in the role of Financial Advisor, focused on providing tailored financial solutions to high net worth clients. About the Role: As a key member of our Retail function, you will provide expert financial advisory services, meeting the complex financial planning needs of our discerning clients. Develop and deepen...


  • Singapore beBeeManagement Full time $80,000 - $150,000

    Key Job ResponsibilitiesAs a Business Development Director, you will be responsible for acquiring high-net-worth clients and managing your business remotely from home. You will present wealth management solutions to high-net-worth investors and report to a Managing Director. The OpportunityThis role allows you to manage your territory within driving...


  • Singapore beBeeRelationship Full time $80,000 - $120,000

    Portfolio Relationship ManagerWe are seeking a seasoned Portfolio Relationship Manager to join our team. As the primary point of contact for a portfolio of high net worth (HNW) and ultra high net worth (UHNW) clients, you will be responsible for building long-term, trust-based relationships and providing holistic financial advice.Key Responsibilities:Serve...


  • Singapore beBeeWealth Full time $1,000,000 - $1,600,000

    Job DescriptionCiti is seeking a skilled and experienced wealth management professional to join its team as a Client Advisor. This role involves providing comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals, serving as a trusted advisor and strategic partner.The ideal candidate will possess a strong...


  • Singapore beBeeWealth Full time $200,000 - $250,000

    Job Title: Strategic Wealth AdvisorOverview: We are seeking an experienced wealth advisor to join our team. As a strategic wealth advisor, you will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.Responsibilities:Strategic Wealth Management: Develop and implement...