Financial Futures Advisor

2 weeks ago

Singapore beBeeWealth Full time

Are you ready to unlock your potential in a rewarding career?

As a client advisor, you will play a vital role in shaping the financial futures of high-net-worth individuals. With a strong focus on building enduring relationships and delivering tailored advice, you will be the trusted partner for clients seeking holistic wealth management solutions.

The ideal candidate will possess excellent communication and interpersonal skills, with a deep understanding of investment products, wealth strategies, and financial planning tools. Strong business development and relationship-building skills are essential, as well as the ability to work collaboratively within a team.

This is an exciting opportunity to drive growth and make a meaningful impact in clients' financial journeys. If you are a driven and ambitious professional looking to take your career to the next level, we encourage you to apply.

Key Responsibilities
  • Wealth Planning: Design and implement tailored financial strategies that address clients' unique needs and goals.
  • Client Engagement & Relationship Management: Cultivate deep relationships with high-net-worth individuals and serve as their primary advisor.
  • Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting, referrals, and leveraging global market opportunities.
  • Collaboration & Specialist Coordination: Partner with internal specialists to deliver integrated, end-to-end financial solutions.
  • Market Insights & Advisory: Stay current with market trends and translate insights into actionable advice for clients.
Requirements
  • 4-6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients.
  • Strong local market knowledge and experience advising clients with wealth, retirement, and legacy planning needs.
  • Demonstrated success in business development, client acquisition, and relationship deepening.
  • Robust understanding of investment products, wealth strategies, and financial planning tools.
  • Excellent interpersonal, analytical, and communication skills.
  • Ability to work both independently and as part of a collaborative team.
  • Mandatory certifications required for advising on financial products.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.

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