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Financial Planner

2 weeks ago

Singapore beBeeWealth Full time $90,000 - $120,000
Prosperity Specialist

We are seeking a seasoned Wealth Management Expert to join our team.

  • As a key member of our wealth management division, you will provide high-net-worth individuals with bespoke financial solutions and comprehensive wealth management guidance.
  • You will cultivate and strengthen relationships with clients, serving as their primary point of contact for all wealth management needs.
  • Identify and pursue new business opportunities within the high-net-worth segment, leveraging existing networks and referrals to expand the client base.
  • Partner with internal specialists to provide clients with comprehensive financial solutions.
  • Stay abreast of market trends, economic developments, and investment opportunities, providing clients with informed perspectives and recommendations.

Requirements:

  • A minimum of 6 years of experience in wealth management or a related field, serving high-net-worth clients.
  • Familiarity with Islamic finance principles and products.
  • Knowledge of local regulatory requirements for wealth management in the region.
  • An existing network of HNWI contacts in the region.
  • A deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations.
  • Strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs.
  • The ability to work independently and as part of a team in a multicultural environment.

Benefits:

  • Opportunities for career growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a positive impact on clients' lives.

Why Join Us?

Our company offers a unique opportunity to work with high-net-worth individuals and help them achieve their financial goals. As a Prosperity Specialist, you will have the chance to develop your skills and expertise while making a real difference in people's lives.