Wealth Growth Specialist

1 week ago


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

Wealth Growth Specialist

Key Responsibilities:
  • Drive business expansion by identifying, developing, and converting investment opportunities through prospecting, networking, and strategic partnerships.
  • Foster a portfolio of high-net-worth and mass affluent clients by offering bespoke investment solutions aligned with their financial objectives and risk profiles.
  • Conduct in-depth financial and market analysis to recommend strategies across investment, insurance, and wealth management products.
  • Promote business development initiatives, including campaigns, roadshows, and client engagement activities, to enhance market presence.
  • Collaborate with product, investment, and research teams to deliver market insights and design competitive solutions.
  • Evaluate client reviews to assess portfolio performance, identify upselling/cross-selling opportunities, and ensure ongoing alignment with client needs.
  • Maintain compliance with KYC, CDD, and regulatory requirements for all business activities.

Required Skills and Qualifications:

  • Strong understanding of financial markets and instruments.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial data and develop effective solutions.
  • Knowledge of regulatory requirements and compliance procedures.

Benefits:

  • Opportunity to work with a diverse range of clients and build a strong professional network.
  • Chance to contribute to business growth and development.
  • Collaborative and dynamic work environment.


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