High Net Worth Client Relationship Specialist

2 weeks ago

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

Our Wealth Management Team is seeking a seasoned Treasures Relationship Manager to join our international team.

Job Description:

As a Treasures Relationship Manager, you will play a key role in growing and deepening the wallet share of high net-worth clients and their families. Your primary responsibility will be to provide expert guidance on customized solutions to meet the investment needs and objectives of this group of customers.

You will work closely with an experienced team of product specialists and support staff members to deliver professional, round-the-clock service for all banking, borrowing, and investment needs. Compliance with banking and regulatory requirements in Singapore and specified geographical areas is also essential.

To succeed in this role, you must have a proven track record of consistent sales performance, preferably in banking or banking-related industries. You should also be knowledgeable and proficient in sophisticated investment products, portfolio management, and financial planning concepts.

A strong understanding of compliance and regulatory requirements is necessary, particularly for covering the Non-Resident Indian market. Established networks of high net-worth clients in this region are expected.

Required Skills and Qualifications:
  • Minimum 3 to 5 years of wealth advisory experience
  • Proven track record of consistent sales performance in banking or related industries
  • Knowledgeable and proficient in sophisticated investment products, portfolio management, and financial planning concepts
  • Strong understanding of compliance and regulatory requirements
  • Established network of high net-worth clients in the Non-Resident Indian market
Benefits:

Our company offers a competitive salary and benefits package as well as opportunities for career development and recognition.

What We Offer:

We value talented individuals who are passionate about delivering exceptional client experiences. If you have a strong sense of ownership and pride in helping clients achieve their financial goals, we encourage you to apply.

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