Financial Strategist

2 days ago

Singapore beBeeWealth Full time

Overview

We are seeking a seasoned Treasures Relationship Manager, with extensive experience in wealth advisory, to drive business growth and deepen wallet share among high net-worth clients in the ASEAN/Thailand market.

Key Responsibilities
  • Develop and execute tailored financial strategies to meet the unique needs of affluent clients, driving consistent sales performance and exceeding targets.
  • Partner with cross-functional teams to deliver exceptional client experiences, leveraging deep industry knowledge and staying abreast of the latest trends and product offerings.
  • Maintain thorough understanding of regulatory requirements and compliance standards, ensuring seamless execution of banking and investment solutions.


Requirements

  • A tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience.
  • A proven track record of consistent sales performance, preferably in banking or banking-related industries.
  • Expertise in sophisticated investment products, portfolio management, and financial planning concepts.
  • Strong understanding of compliance and regulatory requirements, with specific focus on ASEAN/Thailand market.


What We Offer

  • A competitive salary and benefits package.
  • A dynamic environment that supports development and recognises achievements.

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