Building Long-Term Relationships Through Comprehensive Wealth Management

5 days ago

Singapore beBeeWealth Full time $1,500,000 - $3,250,000

Empowering clients to reach their financial goals requires a deep understanding of their needs and aspirations.

A Private Wealth Advisor plays a pivotal role in helping high net worth individuals and families achieve their objectives through personalized wealth management plans.

With a focus on delivering exceptional service and unparalleled investment platforms, Private Wealth Advisors serve as trusted advisors to their clients, providing tailored support and advice to meet their specific needs and goals.

Based on rigorous analysis, taking into account a client's investment objectives, liquidity needs, and risk tolerance, Private Wealth Advisors create comprehensive wealth advisory recommendations that help clients navigate the complexities of global capital markets.

To succeed in this role, you will leverage your unique background and experiences to build a business within our organization, working with a team to source and develop new business opportunities, as well as support existing client relationships.

The New Private Wealth Advisor (NPWA) Development Framework provides a comprehensive level of general knowledge and specialized expertise, enabling new advisors to acquire the skills needed to build strong relationships with clients and prospective clients, and develop a robust network of intermediaries.

This is an excellent opportunity for entrepreneurial-minded professionals who are passionate about building long-term relationships with clients and driving business growth.

Our Culture

  • We believe that who you are makes you better at what you do.
  • We foster and advance diversity and inclusion in our workplace and beyond.
  • We offer a wide range of health and welfare programs, including medical, dental, short-term disability, long-term disability, life, accidental death, labor accident, and business travel accident insurance.
  • We provide competitive vacation policies based on employee level and office location.
  • We promote time off from work to recharge by providing generous vacation entitlements.
  • We assist employees in saving and planning for retirement, offering financial support for higher education, and providing a number of benefits to help employees prepare for the unexpected.
  • We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
  • We provide Global Medical, Security, and Travel Assistance, as well as a Workplace Ergonomics Program.

About Us

We are a leading global investment banking, securities, and investment management firm. Our commitment to our people, capital, and ideas helps our clients, shareholders, and communities grow.

We maintain offices around the world and are dedicated to fostering and advancing diversity and inclusion in our workplace and beyond.

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