Wealth Advisor

3 days ago

Singapore beBeeWealthManagement Full time $100,000 - $150,000
Wealth Management Specialist Key Responsibilities:
  • Deliver comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.
  • Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
  • Identify and pursue new business opportunities within the high-net-worth segment, leveraging existing networks and referrals to expand the client base.
  • Partner with internal specialists to provide clients with comprehensive financial solutions.
  • Stay abreast of market trends, economic developments, and investment opportunities, providing clients with informed perspectives and recommendations.
Requirements:
  • A minimum of 6 years of experience in wealth management or a related field, serving high-net-worth clients.
  • Familiarity with Islamic finance principles and products.
  • Knowledge of local regulatory requirements for wealth management in the region.
  • An existing network of HNWI contacts in the region.
  • A deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations.
  • Strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs.
  • The ability to work independently and as part of a team in a multicultural environment.
Benefits:
  • Opportunities for career growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a positive impact on clients' lives.

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