Proven Wealth Strategist

1 week ago

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

Wealth Strategist Role

As a wealth strategist, you will play a pivotal role in helping clients achieve their financial goals. This involves building strong relationships with clients, understanding their needs, and delivering tailored solutions.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with new and existing clients, providing personalized service and support.
  • Investment Strategy Development: Collaborate with clients to understand their investment goals and risk profiles, developing customized investment strategies to meet their needs.
  • Financial Planning: Provide expert advice on investments, insurance, and financial planning to help clients achieve their long-term financial objectives.
  • Business Development: Identify and capitalize on new business opportunities through networking and referrals.

Required Qualifications:

  • A minimum diploma from a local institution, demonstrating academic achievement and a strong foundation in finance or a related field.

Benefits and Perks:

  • A competitive basic pay along with commission-based bonuses, providing a clear pathway for career growth and financial reward.
  • Ongoing mentorship and career coaching, supporting your professional development and helping you achieve your career aspirations.
  • Rapid career progression and leadership opportunities, enabling you to take on new challenges and advance in your career.
  • A monthly rewards and recognition program, celebrating your achievements and contributions to the team.
  • Incentive overseas trips for team members, fostering collaboration and teamwork while exploring new destinations.

Work Location:

  • Lorong Chuan, offering a convenient and accessible location for work and daily life.

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