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Client Partnerships Specialist

2 weeks ago

Singapore beBeeWealthManagement Full time $120,000 - $200,000

Job Title: Client Partnerships Specialist

We are seeking an experienced and skilled Client Partnerships Specialist to join our team. The ideal candidate will have a strong background in private banking or wealth management, with a proven track record of building long-term relationships with high net worth clients.

Responsibilities:

  • Serve as the primary point of contact for a portfolio of high net worth clients.
  • Build and maintain trust-based relationships through holistic financial advice and regular communication.
  • Understand each client's risk appetite, financial goals, and investment preferences to provide tailored solutions.
  • Identify and acquire new business opportunities through referrals, networking, and business development activities.
  • Collaborate with internal product specialists and investment advisors to deliver customized investment, lending, and wealth planning solutions.
  • Maintain high standards of ethics and integrity in all client dealings, adhering to internal policies and regulatory requirements.

Qualifications & Requirements:

  • Bachelor's degree in Finance, Business, Economics, or related field. CFA or MBA preferred.
  • Preferably with 5–10 years of experience in private banking or wealth management.

Tell Employers What Skills You Have:
Wealth Management
Referrals
Investment Advisory
Due Diligence
Relationship Management
Wealth
Private Banking
Economics
Compliance
Networking
Financial Analysis
Banking
Diplomacy
Regulatory Requirements
Business Development