High Net Worth Financial Expert

2 days ago

Singapore beBeeFinancialAdviser Full time $90,000 - $120,000

Establish a successful financial advisory practice with our dynamic team.

Job Description:

We are seeking an experienced and driven Financial Adviser to join our growing client base. As a trusted advisor, you will be responsible for providing expert guidance on financial planning, investment strategies, and wealth management to high net worth individuals.

Your primary objective will be to identify new business opportunities, build strong relationships with clients, and deliver exceptional results-driven advice that exceeds their expectations.

Key Responsibilities:
  • Develop and maintain a robust client portfolio with assets under management of at least $10mn in Singapore
  • Identify and pursue new business opportunities through strategic networking, referrals, and cold calling
  • Provide expert financial analysis, forecasting, and risk management services to clients
  • Collaborate with internal teams to develop joint marketing strategies and expand the business
  • Maintain accurate financial records and reports for clients
Requirements:
  • Bachelor's degree in Finance or a related field (or equivalent experience)
  • Licence to operate as a financial adviser in Singapore (or have held a license within the last year)
  • Passion for building long-term relationships with high net worth individuals
  • Excellent communication and interpersonal skills
  • Fluency in English (written and spoken) and proficiency in other European languages is an asset
Benefits:

As a member of our team, you can expect:

  • A competitive remuneration package
  • Ongoing training and professional development opportunities
  • A collaborative and dynamic work environment

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