Senior Wealth Manager Candidate

6 days ago

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

We are seeking a highly skilled and experienced Assistant Client Advisor to join our team. As an Assistant Client Advisor, you will be responsible for developing, managing, and retaining existing Ultra High Net Worth (UHNW) client relationships by delivering exceptional wealth management services.

Key Responsibilities:
  • Support the team of Client Advisors in providing comprehensive wealth management solutions to UHNW clients.
  • Collaborate closely with the Investment Portfolio Management team to provide customized investment solutions and financial planning portfolios for UHNW clients.
  • Respond promptly to all client queries and instructions; monitor transactions and activities in client accounts to ensure timely and accurate resolutions.
  • Maintain accurate client data and reports, and handle all administrative duties with efficiency and precision.
  • Work with other departments to ensure a seamless and efficient client resolution experience.
  • Ensure that all activities are conducted within the regulatory framework and adhere to the company's internal policies and procedures.

Requirements:
  • Minimum of a bachelor's degree from an accredited college or university.
  • 3-4 years of experience in the private banking or wealth management industry preferred.
  • Preferably CACS certified (Module 1 & 2)
  • Excellent interpersonal and communication skills
  • Able to work independently and collaboratively within a team
  • Strong coordination and organizational capabilities

Fresh graduates or candidates who are keen to learn may be considered for a junior level role.

Please submit your updated resume for consideration.


Tell employers what skills you have

Wealth Management
Wealth Management Services
Interpersonal Skills
Relationship Management
Private Banking
Financial Analysis
Communication Skills
Team Player
Customer Service
KYC
Able To Work Independently

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