Expert in Wealth Management

2 weeks ago

Singapore beBeeFinancial Full time $90,000 - $120,000
Job Opportunity

We are seeking a Financial Solutions Expert to join our team.

  • Key Responsibilities:
  1. Develop and maintain relationships with High Net Worth Individuals (HNWIs) in Hong Kong, Singapore, and Greater China through personal networks, events, and channel partnerships.
  2. Deliver tailored wealth solutions (asset allocation, preservation, global opportunities) that meet the unique needs of HNW clients.
  3. Drive client retention, engagement, and assets under management (AUM) growth through lifecycle management strategies.
  4. Provide expert advice on private funds, bonds, structured notes, and customized portfolios leveraging internal research and risk frameworks.
  5. Collaborate with investment advisors, product specialists, and analysts to deliver market insights and portfolio recommendations.
  6. Ensure full compliance with suitability and regulatory guidelines.
  7. Navigate internal processes (transactions, product launches, compliance) efficiently to optimize client experience.
  8. Partner with middle/back-office, legal, and operations teams to contribute to process improvements for client management.
  • Requirements:
  1. Bachelor's degree in Finance, Economics, Law, or related fields is preferred.
  2. Minimum 5 years of experience as a Relationship Manager or HNW sales professional in private banking/wealth management/securities/family offices.
  3. Strong knowledge of HNWI asset allocation and products (private equity, structured solutions, fixed income, alternatives, etc.).
  4. Proven ability to independently source and serve HNW clients with a clear business development track record.
  5. Excellent communication, service mindset, and long-term relationship-building skills.

Benefits:

Competitive commission incentives, flexible client acquisition opportunities, and cross-border coverage.

Seniority level: Mid-Senior level. Employment type: Full-time. Job function: Financial Services and Investment Banking.

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