High Net Worth Client Portfolio Manager

24 hours ago

Singapore beBeeWealth Full time $120,000 - $200,000
Job Title: High Net Worth Client Portfolio Manager Key Responsibilities:
  • Drive business expansion through strategic partnerships, prospecting, and networking.
  • Build and manage high-net-worth client relationships by offering tailored investment solutions aligned with their financial goals and risk profiles.
  • Conduct in-depth market and financial analysis to recommend strategies across wealth management, insurance, and investment products.
  • Collaborate with cross-functional teams to deliver market insights and design competitive solutions.
  • Perform regular portfolio reviews to assess performance, identify upselling opportunities, and ensure alignment with client needs.
  • Ensure all business activities comply with regulatory requirements.

 

Requirements and Qualifications:
  • Wealth Management Expertise
  • Investment Advisory Skills
  • Excellent Sales and Networking Abilities
  • Market Analysis and Financial Planning Knowledge
  • Regulatory Compliance Understanding

 

Benefits:

This role offers a unique opportunity to leverage your expertise in wealth management and drive business growth through strategic partnerships and client relationships.

 

Other Opportunities:

As a High Net Worth Client Portfolio Manager, you will have the chance to work closely with cross-functional teams and contribute to the development of innovative investment solutions.

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