Private Wealth Strategist

1 week ago

Singapore beBeeInvestment Full time £70,000 - £90,000

Director of Private Wealth Strategies

Role Overview

We are seeking an experienced professional to lead our wealth development efforts as a Director of Private Wealth Strategies. This role focuses on growing high-net-worth client relationships, with the flexibility to work remotely from home and cover local territories within driving distance.

Key Responsibilities:

  • Present Fisher Investments' wealth management solutions to high-net-worth investors, reporting directly to the Managing Director who will ensure necessary resources for success.
  • Engage with prospective clients to evaluate their financial goals and provide tailored investment advice.
  • Educate clients on the variety of Fisher Investments' offerings.

Qualifications and Experience:

  • 5+ years experience selling financial services to private investors, with a proven track record of acquiring high-net-worth clients.
  • Experience in high-volume phone activity and in-person meetings, ensuring exceptional customer service.

Why Join Our Team?

Fisher Investments UK is committed to delivering unparalleled service and innovative investment solutions. We invest in our people, offering exceptional benefits including:

  • 100% paid premiums for top-tier medical, dental, and vision coverage for employees and their dependents.
  • Employer-paid therapy, coaching, and Employee Assistance Program (EAP) services.
  • Family Support programs, including fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
  • A collaborative working environment that prioritizes ongoing training, educational support, and employee appreciation events.

  • 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...

  • Managing Director

    4 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Managing Director

    5 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Digital Strategist, Wealth Services

    2 weeks ago

    Singapore TENTEN Partners Pte. Ltd. Full time

    **Digital Strategist - Wealth Services**: A fantastic opportunity has opened up with a global financial institution is seeking a skilled Digital Strategist who will be integral in shaping and influencing the transformation roadmap of their wealth management strategy. This role comes with a strong career trajectory within the...

  • Senior Wealth Strategist

    2 weeks ago

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

    Job Title: Senior Wealth StrategistA senior wealth strategist is sought after to spearhead the delivery of premium wealth management services to high-net-worth individuals.This position involves cultivating strong client relationships, crafting personalized financial blueprints, and ensuring long-term prosperity and security for future generations.Key...

  • Senior Private Wealth Strategist

    2 weeks ago

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

    Private Wealth Manager Job OpportunityA seasoned and ambitious professional is sought after to fill a Private Wealth Manager position. The role entails acquiring high net worth individual (HNWI) clients and providing bespoke wealth management solutions.The ideal candidate will have:At least 10-15 years of experience in wealth management, preferably in...

  • Lead Private Wealth Strategist

    2 weeks ago

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

    Job DescriptionWe are seeking a skilled Private Wealth Manager to join our organization. The successful candidate will be responsible for acquiring high net worth individual (HNWI) clients and providing bespoke wealth management solutions.The role entails identifying and building relationships with HNWI clients, developing and implementing tailored wealth...

  • Family Wealth Strategist

    1 week ago

    Singapore beBeeWealth Full time $2,000,000 - $3,000,000

    Job Title: Family Wealth StrategistJob Description:We are seeking a highly skilled and experienced Family Wealth Strategist to join our team. The successful candidate will be responsible for providing expert advice on investment products and wealth solutions to high net worth clients and family offices.The ideal candidate will have a deep understanding of...

  • Senior Wealth Strategist

    1 week ago

    Singapore beBeeWealth Full time $4,000

    Job Title: Senior Wealth StrategistWealth Management professionals are in high demand. We're seeking a talented and ambitious individual to join our team as a Senior Wealth Strategist.

  • Wealth Strategist

    7 days ago

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

    Job Title: Wealth StrategistJob DescriptionA Wealth Strategist plays a pivotal role in helping clients achieve their financial objectives by providing tailored advice and solutions. Their expertise enables clients to make informed decisions about managing and growing their wealth.Key Responsibilities:Assess clients' financial goals, risk tolerance, and...