Elite Financial Solutions Specialist

6 days ago

Singapore beBeeWealthManagement Full time $80,000 - $120,000
Prestigious Wealth Management Career Opportunity

We are seeking a self-driven and customer-focused individual to join our team as a Wealth Management Relationship Manager. This role involves building relationships with mass-affluent customers through tele-prospecting and in-person interactions, with a focus on providing holistic financial planning solutions that cater to their unique needs.

  • Key Responsibilities:
  • Deliver comprehensive wealth management services to Prestigious Wealth Management and retail customers, including insurance and unit trusts.
  • Develop and maintain a deep understanding of the market and its trends.

This is an excellent opportunity for a motivated professional to grow their career in wealth management while making a meaningful impact on the lives of our customers.

Requirements:
  • A strong background in finance or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.

Benefits: Our company offers a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment that encourages innovation and collaboration.

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