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Strategic Wealth Advisor

2 weeks ago

Singapore beBeeWealth Full time $1,200,000 - $1,500,000

As a Strategic Wealth Advisor, you will serve as a trusted partner for high-net-worth individuals, providing personalized wealth management guidance and bespoke financial solutions.

Key Responsibilities
  • Wealth Management: Develop and implement comprehensive financial plans, incorporating investment strategies, retirement planning, estate planning, tax optimization, and risk management.
  • Relationship Management: Foster strong relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and address client inquiries.
  • 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 integrated financial solutions, staying up-to-date on market trends and economic developments.
  • Client Events: Organize and host client events to build relationships and provide valuable market insights.
Qualifications
  • 6-10 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.
  • Proven track record of success in business development and client relationship management.
  • Deep understanding of financial markets, investment strategies, and wealth planning principles.