Current jobs related to Expert Client Wealth Creation Specialist - Singapore - beBeeWealth

  • Creating Wealth for Clients

    2 weeks ago

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

    Wealth Creation SpecialistJob DescriptionAs a Wealth Creation Specialist, you will be responsible for developing and maintaining relationships with existing clients, as well as identifying and acquiring new business opportunities in the Singapore and APAC regions. Your primary objective will be to provide expert financial planning and investment advice to...

  • Wealth Creation Specialist

    2 weeks ago

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

    Job Summary As a Relationship Manager, your primary goal is to create and grow the wealth of high net-worth clients and their families. Deliver tailored solutions to meet client needs and objectives Partner with specialists to offer expert guidance on customised solutions Collaborate with colleagues for seamless service delivery You will be...

  • Wealth Management Specialist

    3 days ago

    Singapore WEALTH ASIA LLP Full time

    Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will play a vital role by...

  • Wealth Management Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will...

  • Wealth Creation Specialist

    2 weeks ago

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

    As a Financial Services Professional, you will play a pivotal role in shaping the financial futures of high net-worth clients and their families.Your primary goal is to create, grow, and strengthen the wealth of our esteemed clientele through personalized advice and support.You will take pride in helping clients achieve their financial objectives at every...

  • Client Wealth Executive

    2 weeks 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 Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Private Wealth Director

    1 week ago

    Singapore Prestige Wealth Full time

    Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...

  • Senior Relationship Manager

    1 week ago

    Singapore Taurus Wealth Full time

    Are you looking for a dynamic, international, and entrepreneurial working environment as a Senior Relationship Manager? As part of the Taurus Family, you are benefitting from an independent platform that gives you the freedom to select the best possible products to meet your individual clients’ needs. We are always looking for motivated individuals to...

  • Wealth Creation Specialist

    2 weeks ago

    Singapore beBeeInvestment Full time

    Job Title: Financial Strategist As a Financial Strategist, you will play a pivotal role in creating and implementing comprehensive investment plans that cater to the unique needs and objectives of our clients. Key Responsibilities: Conduct thorough financial analyses to assess clients' risk tolerance, financial situation, and investment goals. Develop and...

Expert Client Wealth Creation Specialist

3 weeks ago

Singapore beBeeWealth Full time $80,000 - $120,000
Client Wealth Manager

Our organization seeks a seasoned Client Wealth Manager to create and grow the wealth of high net-worth customers and their families.


Key Responsibilities include:
  • Providing personalized financial analysis and advice to uncover investment needs and objectives at different life stages
  • Partnering with experienced product specialists to offer expert guidance on customized solutions
  • Collaborating with administrative staff to deliver professional round-the-clock service for banking, borrowing, and investment needs

Required Skills and Qualifications:
  • A tertiary qualification with at least 3 years of sales experience in banking or financial industries
  • A good understanding of equities, unit trusts, insurance, and other personal investment services
  • Strong interpersonal and excellent communication skills
  • Focused, disciplined, and high personal standards

Benefits:

We offer a competitive salary and benefits package and support your development and recognize your achievements in a dynamic environment.