High Net Worth Financial Advisor

1 day ago

Singapore beBeeWealth Full time $150,000 - $200,000

As a strategic partner for high-net-worth individuals, you will deliver comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, you will proactively anticipate client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.

Responsibilities:

  • Wealth Management Strategy: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management.
  • Client Relationship Building: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries.
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base.
  • Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions.
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations.
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights.
  • Compliance and Risk Management: Ensure strict adherence to compliance norms, assess risk appropriately, and demonstrate consideration for the firm's reputation and safeguarding clients and assets.

Qualifications:

  • 2-5 years of experience in wealth management or a related field, serving high-net-worth clients.
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development.
  • Strong understanding of North Asian culture and practices.
  • Fluent in Mandarin/Cantonese as well as English.
  • Proven track record of success in business development and client relationship management.
  • Deep understanding of financial markets, investment strategies, and wealth planning principles.
  • Strong analytical, communication, and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Mandatory certifications as required for advising on and selling financial products.

Education:

Bachelor's/University degree

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