Personal Finance Strategist

2 weeks ago

Singapore beBeeWealth Full time $80,000 - $120,000
Holistic Wealth Management Advisor

This is an exceptional opportunity to join a dynamic team and establish yourself as a trusted partner in wealth management. As a key member of the Citi Wealth team, you will be responsible for providing comprehensive financial solutions to high-net-worth individuals in Singapore.

Key Responsibilities:
  • Develop and maintain strong relationships with clients, understanding their unique needs and goals.
  • Provide expert advice on investment management, retirement planning, legacy planning, and risk management.
  • Collaborate with internal specialists to deliver tailored solutions that address both immediate and long-term financial objectives.
  • Navigate complex financial landscapes and help clients achieve their desired outcomes.
Requirements:

To succeed in this role, you will require:

  • A deep understanding of personal finance, investments, and wealth management principles.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients.
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial scenarios.
  • A proactive approach, with a focus on anticipating client needs and delivering exceptional service.
Benefits:

As a member of our team, you can expect:

  • A competitive salary and bonus structure.
  • Opportunities for professional growth and development, including extensive training and mentorship programs.
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork.
  • Access to cutting-edge technology and resources, enabling you to deliver innovative solutions to clients.
Other Information:

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

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