Wealth Strategist

5 days ago

Singapore beBeeFinancial Full time $80,000 - $100,000
Job Title:

Career as a Wealth Strategist

Role Description:

We are seeking a detail-oriented professional to craft personalized wealth blueprints for clients. The ideal candidate will analyze and plan comprehensive strategies, develop roadmaps for high net worth individuals and families, and stay ahead of market trends to optimize plans.

Key Responsibilities:
  • Analyze and Plan - Develop comprehensive retirement, tax, and estate planning strategies
  • Client-Centric Approach - Build 10–15 year roadmaps for High Net Worth Individuals/Families
  • Collaborate with Experts - Work alongside tax and legal professionals
  • Stay Ahead - Research market trends to optimize plans
Benefits:

You will have the opportunity to lead client relationships without sales pressure, receive sponsorship for certifications, and see your plans protect generations.

Requirements:

No experience is necessary – this is a gateway into finance. You should have a GCE 'A' Level or Diploma, be driven by growth, and see challenges as opportunities.

What We Offer:

• Energy from helping others win
• Financial freedom for everyone (including you)
• Everyday learning into lifelong earning

Tell Employers What Skills You Have:
  • Sales
  • Microsoft PowerPoint
  • Microsoft Office
  • Microsoft Excel
  • Autonomy
  • Financial Planning
  • Wealth
  • Planner
  • Insurance Sales
  • Insurance Claims
  • Life Insurance
  • Financial Analysis
  • Budgeting
  • Team Player
  • Health Insurance
  • Insurance policy
  • Retirement
  • Insurance
  • Corporate Finance
  • Life insurances

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