
Elite Financial Strategist
6 days ago
The Citigold Private Client (CPC) Client Advisor serves as a trusted advisor to high-net-worth individuals, delivering comprehensive wealth management guidance and bespoke financial solutions. This role emphasizes building deep, long-term relationships with clients.
">- Proactively anticipate client needs by crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.
- Acting as the central point of contact, collaborate with internal specialists to provide a holistic client experience.
- Deliver exceptional client service, understanding their financial goals and aspirations.
- Craft strategic partnerships, fostering strong relationships and driving business growth.
- Contribute to the growth of the Citi Wealth franchise.
- Empower clients to achieve their financial aspirations.
This role involves wealth preservation, growth, and intergenerational wealth management, emphasizing a client-centric approach. The CPC Client Advisor builds lasting connections with clients, providing tailored solutions for their unique needs.
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Elite Wealth Strategist
1 week ago
Singapore beBeeWealth Full time $80,000 - $120,000Job Title: Elite Wealth StrategistAs an elite wealth strategist, you will be responsible for cultivating strong relationships with ultra-high-net-worth individuals and families to provide tailored wealth management services that align with their financial and legacy goals.Key Responsibilities:Develop customized philanthropic strategies that reflect clients'...
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Options Quantitative Strategist
2 days ago
Singapore Virtu Financial Full timeJoin to apply for the Options Quantitative Strategist role at Virtu Financial 3 days ago Be among the first 25 applicants Join to apply for the Options Quantitative Strategist role at Virtu Financial Virtu is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets and innovative, transparent trading...
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Financial Strategist
2 weeks ago
Singapore beBeeStrategist Full time $80,000 - $120,000Job Title: Financial StrategistThe role of a financial strategist is to develop and implement comprehensive financial plans, ensuring the organization's long-term success.Key Responsibilities:Financial Planning and Analysis: Design and execute financial strategies that align with business objectives. Conduct thorough financial analysis to evaluate...
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Elite Financial Advisor
3 days ago
Singapore beBeeWealth Full time $80,000 - $120,000Senior Wealth StrategistWe're seeking a seasoned professional to join our team as a Senior Wealth Strategist. As a trusted advisor, you will work closely with high-net-worth individuals to craft personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.About the...
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Financial Strategist
2 weeks ago
Singapore beBeeFinancial Full time $80,000 - $120,000Financial StrategistWe are seeking a skilled and dedicated Financial Strategist to join our team.In this role, you will be instrumental in providing expert financial advice and tailored wealth management solutions to our diverse client base.Your expertise will encompass a range of products and services, including insurance, structured deposits, loans, and...
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Corporate Financial Strategist
2 days ago
Singapore beBeeMergers Full time $80,000 - $120,000Job Title:Corporate Financial StrategistOverviewWe are seeking a highly analytical Corporate Financial Strategist to join our dynamic team. As a key member of our financial planning group, you will play a critical role in identifying and pursuing high-impact transactions from start to finish.As a Corporate Financial Strategist, you will be responsible for...
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A Strategic Financial Advisor
2 weeks ago
Singapore beBeeStrategist Full time $305,000Job Title: Financial StrategistAre you a results-driven professional seeking a challenging opportunity to excel in financial advisory services? Do you have a passion for building long-term relationships with clients and providing tailored financial solutions?We are looking for a highly motivated Financial Strategist to join our elite team of financial...
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Financial Strategist
3 days ago
Singapore beBeeInvestment Full time $60,000 - $120,000Job Title: Financial Strategist We are seeking a highly skilled and motivated professional to join our team as a Financial Strategist. The successful candidate will work closely with customers to understand their financial needs and provide tailored solutions to meet their goals. Key responsibilities include analysing and providing bespoke investment...
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Financial Strategist Role
2 weeks ago
Singapore beBeeStrategist Full timeSenior Financial Strategist We are seeking a high-calibre professional to join our team as a Senior Financial Strategist. This strategic finance leadership role will work directly with senior stakeholders to provide timely financial insights and support the optimization of the business.
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Financial Strategist
1 week ago
Singapore beBeeFinancial Full time $80,000 - $120,000About the Role">Financial StrategistWe are seeking a seasoned Financial Strategist to provide financial support and analysis for the APAC region. This role involves designing and maintaining financial models and templates to facilitate accurate budgeting and forecasting.">">Design and implement financial models and templates to support business...