High Net Worth Client Advisor

2 weeks ago

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

Job Title: Investment Sales Manager Position

About the Role

We are seeking a highly skilled Investment Sales Manager to drive business growth and cultivate relationships with high-net-worth clients.

The ideal candidate will create customized investment solutions that meet the complex needs of affluent individuals, safeguarding their assets and securing their financial future.

Key Responsibilities:
  • Cultivate and maintain strong relationships with high-net-worth clients through tailored investment strategies and solutions.
  • Expand the client base and achieve sales targets.
  • Manage portfolio allocations, monitor performance, and adjust strategies as needed.
  • Stay informed about market trends, industry developments, economic factors, and regulatory changes to provide expert advice to clients.
Requirements:
  • Excellent interpersonal and communication skills.
  • Strong analytical and problem-solving skills.
  • Able to work independently and collaboratively as part of a team.
  • Bachelor's degree or equivalent qualification.
What We Offer:
  • In-depth training programs and mentorship opportunities.
  • Prospects for career advancement and professional growth.
  • A dynamic team environment.

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