Strategic Wealth Partner

1 week ago

Singapore beBeeWealth Full time $120,000 - $150,000
Job Description:

The Citigold Client Advisor plays a vital role in providing strategic wealth management guidance and bespoke financial solutions to high-net-worth individuals.

This client-centric approach empowers clients to achieve their financial objectives, while contributing to the growth of the business.

The Advisor acts as a trusted partner, proactively anticipating client needs and crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.

The focus is on delivering exceptional client experiences through long-term relationships and collaborative partnerships with internal specialists.

Key Responsibilities:
  • Develop Customized Financial Plans
  • Cultivate Relationships with High-Net-Worth Clients
  • Pursue New Business Opportunities
  • Partner with Internal Specialists
  • Stay Abreast of Market Trends
Requirements:
  • Relevant experience in wealth management or a related field serving high-net-worth clients.
  • Strong understanding of North Asian culture and practices.
  • Fluent in Mandarin/Cantonese as well as English.
  • Experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development.

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