Financial Relationship Consultant

2 weeks ago


Singapore beBeeRelationship Full time $80,000 - $120,000
Financial Relationship Consultant

Main Responsibilities:

  • The primary function of the Financial Relationship Consultant is to develop a profound understanding of client requirements, provide exceptional service, and offer regular updates on market developments and portfolio performance.
  • This role involves active engagement with potential clients and comprehensive management of existing relationships, encompassing high-net-worth individuals, corporate/institutional clients, and long-term partnerships.
  • The consultant will leverage company resources and expertise to deliver bespoke financial services, utilizing platforms, products, services, and networks to create value for clients.
  • A key aspect of this role is conducting thorough financial assessments to analyze critical parameters such as risk profiles, asset allocation, investment horizons, and liquidity needs.
  • Collaboration with the internal asset management team will be essential in developing tailored investment strategies that meet clients' unique objectives.

Key Skills and Qualifications:

  • Excellent communication and interpersonal skills
  • In-depth knowledge of financial markets and products
  • Ability to analyze complex financial data and develop strategic recommendations
  • Strong relationship-building and customer-service skills

Benefits:

  • Opportunity to work with a dynamic team in a fast-paced environment
  • Comprehensive training and development programs
  • Competitive salary and benefits package

About Us:

We are committed to delivering exceptional results and providing a supportive work environment that fosters growth and success.



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