High Net Worth Relationship Manager

2 weeks ago

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

Job Overview

  • Role & Responsibilities : Our team is seeking a seasoned professional to excel in client relationship management. This high-profile role involves building and maintaining strong relationships with high-net-worth clients, providing tailored wealth solutions that meet their unique needs.
  • Client Insight & Wealth Planning : The ideal candidate will have extensive knowledge of the Greater China market, including regulatory requirements and compliance standards. They will work closely with clients to understand their business backgrounds, sources of wealth, and financial objectives, delivering strategic wealth management services that drive value.
  • Tailored Financial Solutions : With expertise in private wealth management, this individual will develop customized investment and risk management solutions that address clients' financing and liquidity needs. They will also provide consistent, high-quality after-sales support to enhance client satisfaction and trust.
  • Performance & Compliance : Meeting annual targets and upholding service standards is crucial for this position. The successful candidate will demonstrate strong familiarity with the Greater China market, product knowledge, and exceptional client-facing skills.

Requirements

  • A bachelor's degree with a minimum of 10-15 years of experience in private wealth management, serving high-net-worth clients in the Greater China region.
  • Strong understanding of regulatory requirements and compliance standards in the Greater China market.
  • In-depth product knowledge and the ability to interact effectively with clients in the Greater China region.
  • Singapore Client Advisory Competency Standards (CACS) qualification is required.
  • Excellent client-facing, sales, and stakeholder management skills are essential.

Why Apply?

  • Opportunity to leverage your expertise in private wealth management and build long-term relationships with high-net-worth clients.
  • Chance to work in a dynamic environment with a talented team focused on delivering exceptional results.

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