Asset Management Specialist

2 weeks ago

Singapore beBeeInvestment Full time $80,000 - $120,000
Asset Management Specialist

We are seeking a skilled Asset Management Specialist to join our team. As an Asset Management Specialist, you will play a key role in providing bespoke asset management services to high-net-worth individuals (HNWIs) and corporate owners. You will leverage our unique alternative investment strategies to deliver tailored financial solutions to our clients.

Key Responsibilities:
  • Provide investment advisory services and propose optimal financial products to individual and corporate HNW clients.
  • Collaborate with external experts in tax, inheritance, real estate, insurance, trusts, and business succession to develop comprehensive wealth management solutions.
  • Develop long-term asset strategies based on each client's life stage and financial goals.
  • Build and deepen trusted relationships with clients through personalized engagement.
  • Plan and manage seminars and networking events to generate leads and acquire new clients.
  • Stay informed on financial and economic trends and share insights internally and externally.

Required Skills and Qualifications:
  • Minimum 3 years of sales experience serving HNW clients at securities firms, banks, insurance companies, or asset management companies.
  • Strong presentation and communication skills.
  • Proven experience in recommending basic financial products such as equities, bonds, mutual funds, and insurance.
  • Experience in marketing and selling offshore private placement funds is a plus.
  • Background in private banking, IFA, or EAM-related businesses is highly advantageous.

Benefits:
  • Opportunity to work with a leading asset management firm.
  • Chance to develop your skills and expertise in asset management.
  • Competitive salary and benefits package.

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