Elite Wealth Strategist

5 days ago

Singapore beBeeWealth Full time $80,000 - $120,000
Job Title: Elite Wealth Strategist

As an elite wealth strategist, you will be responsible for cultivating strong relationships with ultra-high-net-worth individuals and families to provide tailored wealth management services that align with their financial and legacy goals.

Key Responsibilities:

  • Develop customized philanthropic strategies that reflect clients' values and ambitions.
  • Create comprehensive financial plans that include investment strategies, risk management, and estate planning.
  • Manage and expand a portfolio of UHNW clients, focusing on long-term relationships.
  • Collaborate with internal teams to deliver comprehensive wealth and philanthropic planning services.

The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions tailored to the needs of UHNW clients.

Required Skills & Qualifications:

  • Extensive experience in working with ultra-high-net-worth individuals and families.
  • Strong relationship-building skills and ability to cultivate long-term client relationships.
  • Proven track record in developing customized philanthropic strategies and comprehensive financial plans.
  • Ability to collaborate with internal teams to deliver exceptional client service.

In return for your expertise, we offer a competitive compensation package and opportunities for professional growth and development.

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