High Net Worth Investment Specialist

6 days ago

Singapore beBeeInvestment Full time
Job Opportunity

We are seeking a seasoned Investment Advisor to join our team. The ideal candidate will have a proven track record in product planning, sales, and marketing within the securities industry.

This role is under Wealth and Corporate Client Solutions division which provide wealth management solutions with high net worth clients in Singapore.

Key Responsibilities:
  • Research and analyse new products (stocks, bonds, funds, insurance etc.) for introduction to customers
  • Assist senior executives in preparing proposal materials for customer presentations (general sales support)
  • Gather information to support senior executives (i.e. market information, contingency plans etc.)
  • Provide sales support by accompanying sales representatives during client engagements
Requirements:
  • More than 15 years' experience in product planning, sales and marketing within the securities industry
  • Fluent in English and Japanese (JLPT N2 and above) to liaise with Japanese speaking stakeholders
  • In-depth knowledge of private banking products including equities, bonds, investment funds, and insurance products


Disclaimer:
We regret to inform that only shortlisted candidates will be notified. Appreciate your understanding.

  • High Net Worth Financial Specialist

    1 day ago

    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...

  • High Net Worth Advisor

    1 day ago

    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...

  • High-Net-Worth Client Specialist

    7 days ago

    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...

  • High-Net-Worth Investment Specialist

    6 days ago

    Singapore beBeeWealth Full time

    Client Advisor RoleThis is a pivotal role for an external asset management team specializing in Ultra High Net Worth (UHNW) clients. As a Client Advisor, you will be responsible for bringing your own book of accounts and acquiring new clients while managing their portfolios based on their respective investment objectives.Key Responsibilities: Identify and...

  • High Net Worth Financial Advisor

    1 day ago

    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...

  • Head of Investments, Global High Net Worth Business

    6 days ago

    Singapore Manulife Insurance Malaysia Full time

    Head of Investments, Global High Net Worth Business Head of Investments, Global High Net Worth Business Postuler locations Hong Kong, Lee Garden Singapore time type Temps plein posted on Publié il y a 10 jour(s) time left to apply Date de fin: 31 décembre 2025 (Il reste plus de 30jours pour postuler) job requisition id JR Accountability Statement: As a...

  • Head of Investments, Global High Net Worth Business

    1 day ago

    Singapore Manulife Insurance Malaysia Full time

    Head of Investments, Global High Net Worth Business Head of Investments, Global High Net Worth Business Postuler locations Hong Kong, Lee Garden Singapore time type Temps plein posted on Publié il y a 10 jour(s) time left to apply Date de fin: 31 décembre 2025 (Il reste plus de 30jours pour postuler) job requisition id JR Accountability Statement: As a...

  • High Net Worth Investment Portfolio Manager

    5 days ago

    Singapore beBeeInvestment Full time $150,000 - $250,000

    Job Opportunity:We are seeking an experienced Relationship Manager to join our team. This role involves managing and growing a portfolio of high-net-worth individuals by providing tailored investment advisory and delivering exceptional client service.

  • High Net Worth Client Manager

    4 days ago

    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...

  • High Net Worth Portfolio Manager

    4 days ago

    Singapore beBeeStrategist Full time $80,000 - $120,000

    Job Title:A Portfolio StrategistJob Description:As a high net worth wealth manager, you will play a pivotal role in our team. Key Responsibilities: Identify and target potential ultra high net worth clients who align with our client profile.Develop and execute innovative strategies to acquire new ultra high net worth clients, expanding our client base.Build...