Current jobs related to Senior Wealth Strategist - Singapore - beBeeWealth

  • Senior Wealth Strategist

    2 weeks ago

    Singapore beBeeWealth Full time $4,000

    Job Title: Senior Wealth StrategistWealth Management professionals are in high demand. We're seeking a talented and ambitious individual to join our team as a Senior Wealth Strategist.

  • Senior Wealth Strategist

    2 weeks ago

    Singapore beBeeInvestment Full time $80,000 - $120,000

    Job Title: Senior Wealth StrategistA senior wealth strategist is sought after to spearhead the delivery of premium wealth management services to high-net-worth individuals.This position involves cultivating strong client relationships, crafting personalized financial blueprints, and ensuring long-term prosperity and security for future generations.Key...

  • Wealth Strategist

    1 week ago

    Singapore beBeeWealthStrategist Full time $80,000 - $120,000

    Job Title: Wealth StrategistJob DescriptionA Wealth Strategist plays a pivotal role in helping clients achieve their financial objectives by providing tailored advice and solutions. Their expertise enables clients to make informed decisions about managing and growing their wealth.Key Responsibilities:Assess clients' financial goals, risk tolerance, and...

  • Senior Wealth Advisory Strategist

    7 days ago

    Singapore OCBC Full time

    Overview Join to apply for the Senior Wealth Advisory Strategist role at OCBC . Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning...

  • Wealth Strategist

    2 weeks ago

    Singapore beBeeInvestment Full time $80,000 - $120,000

    Job Title: Wealth Strategist We are seeking a highly skilled and motivated individual to join our team as a Wealth Strategist. Key Responsibilities: Asset Management: Build strong relationships with clients, provide exceptional customer service, and actively engage in cross-selling and upselling financial products. Product Expertise: Stay up-to-date...

  • Wealth Product Strategist

    2 weeks ago

    Singapore beBeeProductivity Full time $80,000 - $120,000

    Job Title:Wealth Product Strategist

  • Senior Wealth Advisory Strategist

    3 weeks ago

    Singapore OCBC Full time

    Overview Join to apply for the Senior Wealth Advisory Strategist role at OCBC . Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning and...

  • Family Wealth Strategist

    2 weeks ago

    Singapore beBeeWealth Full time $2,000,000 - $3,000,000

    Job Title: Family Wealth StrategistJob Description:We are seeking a highly skilled and experienced Family Wealth Strategist to join our team. The successful candidate will be responsible for providing expert advice on investment products and wealth solutions to high net worth clients and family offices.The ideal candidate will have a deep understanding of...

  • Wealth Strategist

    1 week ago

    Singapore beBeeWealth Full time $80,000 - $120,000

    Expert Wealth StrategistWe are seeking a skilled professional to help clients achieve their long-term financial objectives through tailored investment solutions.Your Key Responsibilities:Develop and implement customized investment strategies to optimize clients' wealth growth and protection.Provide comprehensive financial planning and guidance to clients,...

  • Managing Director

    7 days ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

Senior Wealth Strategist

2 weeks ago

Singapore beBeeWealth Full time $60,000 - $120,000
Job Opportunity for Senior Financial Professional

The role of an Associate Wealth Director is a pivotal position within the organization. The incumbent will be responsible for supporting and reporting to the Group Director, handling recruitment, supervising Wealth Managers, and ensuring the unit adheres to all policies and regulations.

Key Responsibilities:

  • Support and report to Group Director
  • Handle recruitment and supervise Wealth Managers
  • Ensure unit compliance with policies and regulations
  • Establish agency through quality recruitment and selection of Wealth Manager
  • Build and develop Wealth Managers through supervision, training, and coaching activities
  • Adhere to Training and Competency requirements set out in T&C Plan
  • Prepare for coaching and meeting sessions
  • Establish goals for the unit
  • Attend Branch meetings, company events, and training
  • Pursue professional competence courses
  • Ensure Wealth Manager competency to perform roles and responsibilities
  • Identify and develop potential Wealth Managers for future leadership roles
  • Assist Group Director in the development of the Branch

Requirements:

  • Minimum full A-level & Local Polytechnic Diploma
  • At least 1 year of wealth management or investment experience