Strategic Wealth Advisor

7 days ago

Singapore beBeeWealthManagement Full time $90,000 - $120,000
Job Description

We are seeking a highly skilled and experienced professional to join our team as a Wealth Management Associate. In this role, you will be responsible for providing comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Key Responsibilities:

  • Client Support: Assist clients in managing relationships, preparing reports, and responding to inquiries.
  • Financial Planning: Collaborate with financial advisors to develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning.
  • Investment Research: Conduct thorough research on investment products, markets, and trends to inform investment decisions.
  • Portfolio Administration: Manage client portfolios and perform regular performance reporting.
  • Compliance: Ensure adherence to regulatory requirements and company policies.

Required Skills and Qualifications:

  • Experience in wealth management, financial planning, and portfolio administration.
  • Strong interpersonal and communication skills.
  • Ability to analyze complex financial data and provide sound recommendations.
  • Familiarity with financial markets and regulations.
  • Excellent problem-solving and analytical skills.

Benefits of Working with Us:

  • Opportunities for career growth and professional development.
  • A collaborative and dynamic work environment.
  • Competitive compensation and benefits package.
  • Recognition and rewards for outstanding performance.

How to Apply: If you are a motivated and results-driven professional looking for a challenging and rewarding opportunity, please submit your application today.

  • Strategic Wealth Advisor

    2 weeks ago

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

    Job Title: Strategic Wealth AdvisorWe 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...

  • Strategic Wealth Advisor

    2 weeks ago

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

    Strategic Wealth AdvisorWe are seeking a seasoned Strategic Wealth Advisor to join our team. As a trusted advisor, you will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.About the RoleThis role involves building deep, long-term relationships with clients, acting as their...

  • Strategic Wealth Advisor

    7 days ago

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

    Job Title: Strategic Wealth AdvisorRole Summary:Client Engagement and Growth: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions.Client Insight and Planning: Understand clients' business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management...

  • Strategic Family Wealth Advisors

    1 week ago

    Singapore Asia Green Fund Management Full time

    Strategic Family Wealth Advisors (MFO, EAM, VCC) Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Asia Green Fund Management Overview An Experienced Recruiter with both Agency and In-house experience covering Talent Acquisition & Management and Projects within Banking & Finance… CFA, CAIA, or CFP with min.10...

  • Client Wealth Executive

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    The Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to our clients and wealth advisors. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the overall client experience. The...

  • Wealth Management Advisor

    4 days ago

    Singapore IPP Financial Advisers Full time

    1 day ago Be among the first 25 applicants Direct message the job poster from IPP Financial Advisers Associate Partner, ChFC | Top 1% globally | Strategic Advisor & Consultant | Top of Table Member |Company Description IPP Financial Advisers Pte Ltd, founded in 1983, is Singapore’s most comprehensive licensed financial adviser. With over 40 years in Asia,...

  • Strategic Wealth Advisor

    2 weeks ago

    Singapore beBeeWealthManagement Full time

    Job Description We are seeking a highly skilled and experienced professional to join our team as a Wealth Management Associate . In this role, you will be responsible for providing comprehensive wealth management services to high-net-worth individuals, families, and institutions. Key Responsibilities: Client Support: Assist clients in managing...

  • Strategic Wealth Manager

    2 weeks ago

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

    Strategic Wealth AdvisorThis role requires a skilled and experienced professional who can deliver comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.Key Responsibilities:Create personalized strategies for clients to achieve their financial aspirations;Provide sophisticated investment management, advanced...

  • Strategic Financial Advisor

    2 weeks ago

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

    Job Title: Strategic Financial AdvisorJob Description:We are seeking a highly motivated and analytical individual to join our team as a Strategic Financial Advisor. In this role, you will work closely with senior consultants and clients to deliver financial solutions that drive their wealth.As a Strategic Financial Advisor, you will be responsible for...

  • Strategic Wealth Advisor

    6 days ago

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

    Job Description">As a skilled wealth management professional, you will play a vital role in creating, growing, and strengthening the wealth of high net-worth clients and their families.Our ideal candidate is driven to uncover and understand the unique needs and objectives of our discerning clients, providing expert guidance on customized solutions to meet...