Senior Wealth Strategist

3 weeks ago


Singapore Talentvis Singapore Pte. Ltd. Full time

Talentvis Singapore Pte. Ltd. is a leading provider of financial services, and we are seeking a highly skilled Senior Wealth Strategist to join our team in the Greater China market.

Job Description

We are looking for a talented individual with extensive experience in private wealth management to develop and implement tailored financial solutions for high-net-worth clients in the Greater China region.

Key Responsibilities:
  • Client Acquisition & Relationship Building: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing strategic wealth management services.
  • Client Insight & Wealth Planning: Understand clients' business backgrounds, sources of wealth, and financial objectives to deliver bespoke wealth management solutions.
  • Tailored Financial Solutions: Develop customized investment and risk management strategies that address clients' financing and liquidity needs.
  • After-Sales Service: Provide exceptional after-sales support to enhance client satisfaction and trust.
  • Performance & Compliance: Meet annual targets and uphold service standards, ensuring compliance with all regulatory requirements.
Requirements
  • Bachelor's degree with a minimum of 10 to 15 years' experience in private wealth management, serving high-net-worth clients.
  • Strong familiarity with the Greater China market, including regulatory and compliance requirements.
  • In-depth product knowledge and the ability to interact with clients in the Greater China region.
  • Singapore Client Advisory Competency Standards (CACS) qualification required.
  • Excellent client-facing, sales, and stakeholder management skills.
Compensation and Benefits

The estimated salary range for this role is SGD $120,000 - $180,000 per annum, depending on experience. Additionally, you can expect a comprehensive benefits package, including health insurance, retirement savings plan, and opportunities for professional development.



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