Career Advancement Opportunity: Wealth Strategist

2 weeks ago

Singapore beBeeWealth Full time $80,000 - $120,000
Job Opportunity

We are seeking a Wealth Strategist to join our team.

About the Role:

The successful candidate will be responsible for developing and implementing bespoke financial plans for clients in Singapore and APAC. Key responsibilities include:

  • Building and maintaining relationships with existing clients and identifying new business opportunities;
  • Providing expert advice on investment products, estate planning, and wealth management solutions;
  • Collaborating with colleagues to create tailored financial strategies for clients.

Requirements:

To be considered for this role, applicants should have:

  • A minimum of 1 year's experience in wealth management or insurance sales;
  • An established network of clients in Singapore or APAC;
  • Sound knowledge of investment products and markets;
  • Up-to-date understanding of relevant regulations affecting clients and their wealth;
  • Solid understanding of financial services, including compliance and cross-border regulations;
  • Possession of relevant accreditations (M5, M9, M9A & HI).

Key Skills:

The ideal candidate will possess:

  • Wealth Management skills;
  • Investment Strategy expertise;
  • Microsoft Excel proficiency;
  • Financial Planning knowledge;
  • Excellent Interpersonal skills;
  • Strong Wealth Accumulation and Investment Management skills;
  • Accounting and Compliance expertise;
  • Emotional Intelligence and Estate Planning skills;
  • Business Development and Financial Advisory skills.

Benefits:

Our team offers a supportive working environment that fosters growth and career development.

Others:

We are committed to providing our employees with opportunities for professional growth and development.

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