Current jobs related to High Net Worth Financial Specialist - Singapore - beBeeFinancial
-
High-Net-Worth Relationship Specialist
1 week ago
Singapore beBeeInvestment Full time $80,000 - $120,000Job Title:High-Net-Worth Relationship SpecialistWe are seeking a seasoned relationship specialist to join our team. As a High-Net-Worth Relationship Specialist, you will be responsible for building and maintaining long-term relationships with high-net-worth clients. Your primary focus will be on providing tailored wealth management and investment solutions...
-
High Net Worth Financial Advisor
2 weeks ago
Singapore beBeeWealth Full timeJob Description Citi is seeking a skilled and experienced wealth management professional to join its team as a Client Advisor. This role involves providing comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals, serving as a trusted advisor and strategic partner. The ideal candidate will possess a strong...
-
High Net Worth Financial Strategist
2 weeks ago
Singapore beBeeWealth Full time $80,000 - $120,000Job Overview:We are seeking a skilled and experienced wealth management professional to join our team as a Client Advisor.This role involves providing comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals, serving as a trusted advisor and strategic partner.The ideal candidate will possess a strong...
-
High Net Worth Financial Specialist
2 weeks ago
Singapore beBeeInvestment Full time $80,000 - $120,000Job Summary:This role involves providing cash management services to high net worth individuals and private wealth clients. The ideal candidate will have a strong understanding of financial markets and be able to provide expert advice on investments and wealth planning.Key Responsibilities:Provide cash management services to high net worth individuals and...
-
High Net Worth Manager
2 weeks ago
Singapore beBeeWealth Full time $80,000 - $120,000Job Opportunity: This role offers the chance to work in a fast-growing organization with a focus on wealth management. The successful candidate will be responsible for acquiring high net worth individuals and providing wealth management solutions. They will also be expected to operate independently, have well-developed interpersonal skills, and...
-
Singapore beBeeFinancial Full time $80,000 - $120,000Job Title: Financial Strategist for High Net Worth IndividualsAbout the Opportunity:We are seeking an experienced financial strategist to develop and manage relationships with high net worth clients across Asia. The ideal candidate will have a strong track record in private banking, wealth management, or financial advisory, as well as excellent communication...
-
Financial Advisor for High Net Worth Clients
2 weeks ago
Singapore beBeeFinancial Full timeWe are seeking a driven individual to excel in the role of Financial Advisor, focused on providing tailored financial solutions to high net worth clients. About the Role: As a key member of our Retail function, you will provide expert financial advisory services, meeting the complex financial planning needs of our discerning clients. Develop and deepen...
-
High Net Worth Client Manager
1 week ago
Singapore beBeeInvestment Full time"> High Net Worth Client Manager We are seeking a seasoned professional to join our team as a High Net Worth Client Manager. As a key member of our client-facing team, you will be responsible for delivering exceptional service and tailored financial solutions to our high net worth clients in the North Asia market. "> "> Our ideal candidate possesses a...
-
Financial Adviser
1 week ago
Singapore ACELLANCE GROUP LLP Full time**Our organisation is venerable and longest established wealth management and financial advisory businesses. We are also one of the financial institution that produces the most numbers of global recognitions - MDRT, COT & TOT with more than one-third advisers achieving their global recognitions on an annual basis. **Job Highlights** - Fulfilling & meaningful...
-
High Net Worth Financial Advisor
1 week ago
Singapore beBeeCareer Full time $50,000 - $100,000Financial Planning ExpertWe are seeking a highly skilled and driven professional to join our team as a Financial Planning Expert. The successful candidate will have a strong desire to succeed and build a rewarding career in finance.The ideal candidate will have an interest in financial advisory, wealth planning, and building long-term client...
High Net Worth Financial Specialist
3 weeks ago
The 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 navigation of complex financial landscapes.
The Advisor builds long-term relationships, acts as the central point of contact, and collaborates with internal specialists to provide a holistic client experience.
Responsibilities- Wealth Management: Develop and implement comprehensive financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management.
- Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
- Business Development: Identify and pursue new business opportunities within the high-net-worth segment, leveraging existing networks and referrals to expand the client base.
- Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions.
- Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities, providing clients with informed perspectives and recommendations.
- Client Events: Organize and host client events to foster relationships and provide valuable market insights.
- 4 to 7+ years of experience in wealth management or a related field, serving high-net-worth clients.
- Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development.
- Strong understanding of North Asian culture and practices.
- Fluent in Mandarin/Cantonese as well as English.
- Ability to travel.
- Proven track record of success in business development and client relationship management.
- Deep understanding of financial markets, investment strategies, and wealth planning principles.
- Strong analytical, communication, and interpersonal skills.
- Ability to work independently and as part of a team.
