High Net Worth Advisor

12 hours ago

Singapore beBeeWealth Full time $200,000 - $250,000
Job Title: Strategic Wealth Advisor

Overview: We are seeking an experienced wealth advisor to join our team. As a strategic wealth advisor, you will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.

Responsibilities:
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management.
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries.
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base.
  • Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions.
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations.
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights.

Required Skills and Qualifications:
  • 6-10 years of experience in wealth management or a related field, serving high-net-worth clients.
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development.
  • Strong understanding of North Asian culture and practices.
  • Fluent in Mandarin/Cantonese as well as English.
  • Proven track record of success in business development and client relationship management.
  • Deep understanding of financial markets, investment strategies, and wealth planning principles.
  • Strong analytical, communication, and interpersonal skills.
  • Ability to work independently and as part of a team.

Benefits:
• Opportunity to build long-term relationships with high-net-worth clients.
• Collaborative and dynamic work environment.
• Comprehensive training and professional development programs.
• Competitive compensation and benefits package.
• Opportunity to make a meaningful impact on clients' financial lives.

Others:
• Citi is an equal opportunity employer and welcomes applications from diverse candidates.
• We are committed to creating a workplace that is inclusive, respectful, and free from discrimination and harassment.
• Our goal is to attract and retain talented individuals who share our values and are passionate about delivering exceptional client service.

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