High-Net-Worth Relationship Specialist

1 week ago

Singapore beBeeInvestment Full time $80,000 - $120,000
Job Title:
High-Net-Worth Relationship Specialist

We are seeking a seasoned relationship specialist to join our team. As a High-Net-Worth Relationship Specialist, you will be responsible for building and maintaining long-term relationships with high-net-worth clients. Your primary focus will be on providing tailored wealth management and investment solutions that cater to the unique needs of each client.

Responsibilities:
  • Relationship Management: Build and manage long-term relationships with high-net-worth clients, ensuring strong communication and trust.
  • Wealth Management: Provide tailored wealth management solutions to high-net-worth clients, including investment advice and portfolio management.
  • Business Development: Drive client acquisition through proactive business development, identifying new opportunities and expanding existing relationships.
  • Collaboration: Partner with product specialists to deliver comprehensive financial advice and ensure compliance with internal and regulatory standards.
Requirements:
  • Experience: Minimum 5 years' experience in relationship management within banking or wealth management, with a proven track record of client acquisition and portfolio management.
  • Knowledge: Strong knowledge of investment products and financial planning, with excellent analytical and problem-solving skills.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships and communicate complex financial information to clients.
Benefits：
As a High-Net-Worth Relationship Specialist, you will have the opportunity to work with high-net-worth clients and provide tailored wealth management solutions. You will also have access to ongoing training and professional development opportunities, ensuring you stay up-to-date with the latest industry trends and developments.

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