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Strategic Wealth Advisor

2 weeks ago

Singapore beBeeInvestment Full time $80,000 - $120,000
Job Title: Strategic Wealth Advisor

We are seeking a seasoned and accomplished Strategic Wealth Advisor to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high-net-worth clients.

In this role, you will have the opportunity to leverage your expertise in investment products to deliver tailored solutions aligned with clients' financial objectives.

Key Responsibilities:
  • Establish and nurture strong relationships with affluent clients, managing their wealth portfolios effectively.
  • Diligently identify and capitalize on opportunities to grow clients' wealth through strategic investment recommendations.
  • Serve as a trusted advisor, enhancing client loyalty and retention by consistently providing exceptional service and personalized support.