Senior Wealth Strategist

2 weeks ago

Singapore beBeeFinancial Full time $80,000 - $120,000
Job Title:

A seasoned wealth strategist is sought after to spearhead the delivery of premium financial services to affluent clients.

This position involves fostering strong relationships, crafting bespoke financial roadmaps, and ensuring long-term prosperity and security for future generations.

Key Responsibilities:

  • Act as the primary point of contact for high-net-worth individuals, overseeing their holistic financial well-being.
  • Conduct in-depth consultations to grasp clients' financial objectives, risk tolerance, and liquidity needs.
  • Develop and execute customized investment strategies aligned with clients' unique preferences and goals.
  • Leverage a diverse array of financial products and services to optimize wealth preservation and growth.
  • Identify and pursue cross-border investment opportunities to enhance returns and diversification when appropriate.
  • Provide ongoing financial counsel and proactive portfolio adjustments in response to market trends and client requirements.
  • Cultivate long-term relationships founded on trust, transparency, and exceptional client service.

Qualifications & Skills:

  • Proven experience in wealth management, private banking, or a similar role.
  • Strong knowledge of investment strategies, financial products, and market trends.
  • Excellent interpersonal and communication skills to engage and advise high-net-worth individuals.
  • Ability to analyze complex financial information and provide tailored solutions.
  • A client-centric approach with a focus on long-term relationship building.

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