Senior Wealth Investment Advisor

1 day ago

Singapore beBeePortfolio Full time $80,000 - $120,000
Financial Portfolio Strategist Job Description

We are seeking a highly skilled Wealth Asset Manager to join our organization. As a key member of the team, you will be responsible for providing expert financial portfolio advisory services to high net worth individuals and private clients.

The ideal candidate will have a strong understanding of investment knowledge and experience in managing investment assets under management (AUM). Your role will also involve developing business strategies, drafting wills, creating trust and estate plans, designing group and company employee benefits programs, managing risk, and preserving wealth through B2C and B2B collaborations.

In addition to your technical expertise, you will need excellent communication and leadership skills to effectively lead a team of wealth associates, manage recruitment, provide training and coaching, and drive team performance.

Our organization offers an attractive compensation package, including a monthly allowance for wealth managers, start-up income schemes, performance-based incentives, yearly performance bonuses, industry recognition, continuous professional development opportunities, and the chance to develop your leadership and management skills by building your own agency and leading a team of professional wealth associates.

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