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High Net Worth Client Manager

2 weeks ago

Singapore beBeeWealthManagement Full time $150,000 - $200,000
Wealth Management, UHNW Banker, Vice President, Taiwan Market, based in Singapore

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? This is a unique opportunity to support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for partners and us to develop and broaden our businesses together.

We are seeking a high-caliber candidate to fulfill this role. As a Wealth Management, UHNW Banker, Vice President, you will be responsible for advising families on building, preserving, and managing their wealth. You will use your knowledge of investments, financial planning, credit, and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.

Key Responsibilities:

  • Focus on ultra-high-net-worth individuals and families, as well as institutions for our Taiwan market coverage team. May require regular travel into coverage regions to foster relationships.
  • Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts. Build portfolio of clients using resources and expertise of our platforms, products, services, and networks.
  • Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
  • Work in close partnership with investment specialists in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.
  • Maintaining client relationships, answering clients' enquiries, day-to-day