Current jobs related to Senior Wealth Management Expert - Singapore - beBeeStrategist

  • Senior Wealth Management Solutions Expert

    7 days ago

    Singapore beBeeExpertise Full time

    Job Title: Senior Wealth Management Solutions Expert The role of Senior Wealth Management Solutions Expert is to provide expert guidance and advice to clients on the configuration of wealth management solutions and customized developments throughout all stages of projects from initiation to post-live support. This position combines deep expertise in...

  • Senior Wealth Management Solutions Expert

    1 week ago

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

    Job Title: Senior Wealth Management Solutions ExpertThe role of Senior Wealth Management Solutions Expert is to provide expert guidance and advice to clients on the configuration of wealth management solutions and customized developments throughout all stages of projects from initiation to post-live support.This position combines deep expertise in investment...

  • Managing Director

    7 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Managing Director

    7 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • apex wealth manager

    2 weeks ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...

  • Wealth Manager

    1 week ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    1 week ago

    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Private Wealth Director

    1 week ago

    Singapore Prestige Wealth Full time

    Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...

  • apex wealth manager

    7 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...

  • APEX WEALTH MANAGER

    7 days ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...

Senior Wealth Management Expert

3 weeks ago

Singapore beBeeStrategist Full time $100,000 - $144,500
Opportunity Overview

A senior wealth advisory strategist role at a leading financial institution is available.

The ideal candidate will bring extensive experience in financial planning and global markets, with strong capabilities in primary research, sales pitching, and project management.

This position focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions.

Key Responsibilities:
  • Financial Markets Research & Advisory Insights: Conduct primary research on macroeconomic trends, asset allocation strategies, and investment themes; develop proprietary insights and thought leadership content to support client advisory and portfolio discussions.
  • Wealth Product Strategy & Sales Enablement: Support relationship managers and advisors in pitching a broad suite of wealth solutions (unit trusts, structured products, insurance, discretionary portfolios); create compelling product narratives and advisory materials tailored to client segments (mass affluent, HNW, UHNW).
  • Strategic Content Development: Produce high-quality client-facing content such as market commentaries, investment outlooks, and financial planning guides; ensure content is compliant, engaging, and aligned with the bank's brand and advisory framework; leverage digital channels to enhance reach.
  • Project Management & Cross-Functional Collaboration: Lead strategic initiatives such as advisory campaigns, product launches, and client engagement programs; coordinate across Marketing, Compliance, Product, and Digital teams; track milestones and performance metrics for continuous improvement.
Requirements & Qualifications:
  • Minimum 10 years of experience in wealth management, financial advisory, or investment strategy within a bank or financial institution.
  • Strong background in financial markets research and strategic content creation.
  • Proven ability to pitch and position wealth products to diverse client segments.
  • Demonstrated project management experience with cross-functional teams.
  • Bachelor's degree in Finance, Economics, or related field; CFA, CFP, or equivalent preferred.
  • Excellent communication, analytical, and stakeholder management skills.
  • Familiarity with MAS regulations and local market dynamics.
What We Offer:
  • Competitive base salary with a suite of holistic, flexible benefits.
  • Community initiatives and industry-leading learning and professional development opportunities.
  • Supportive, inclusive work environment aligned with our values and long-term career growth.