High-Net-Worth Client Specialist

4 days ago

Singapore beBeeFinancial Full time $150,000 - $250,000
Job Title

A Financial Advisor position is available for a high-net-worth individual specialist with experience in wealth management.

Job Description

The successful candidate will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to clients. They will proactively anticipate client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.

This client-centric approach empowers clients to achieve their financial aspirations, while contributing to the growth of our financial services franchise. The Advisor builds deep, long-term relationships, acting as the central point of contact and collaborating with internal specialists to provide a holistic client experience.

This role emphasizes wealth preservation, growth, and intergenerational wealth transfer, recognizing the unique needs of high-net-worth individuals.

Required Skills and Qualifications
  • 10+ years of experience in wealth management or a related field, serving high-net-worth clients.
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development.
  • Strong understanding of North Asian culture and practices.
  • Fluent in Mandarin/Cantonese as well as English.
  • Proven track record of success in business development and client relationship management.
  • Deep understanding of financial markets, investment strategies, and wealth planning principles.
  • Strong analytical, communication, and interpersonal skills.
Benefits

Our team offers a competitive compensation package, including bonuses and benefits. We also provide opportunities for professional growth and development.

Others

We are an equal opportunity employer and welcome applications from qualified candidates who share our commitment to excellence and customer satisfaction.

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