High Net Worth Financial Advisor

1 week ago

Singapore beBeeWealth Full time
Wealth Management Specialist Job Description

Job Purpose: Responsible for managing and growing clients' wealth through optimization of risk, return, and liquidity.

Our team is looking for a skilled Wealth Management Specialist to join our ranks. As a key member of our team, you will be responsible for providing top-notch financial advice and guidance to our high net worth clients.

  • Grow, manage, and preserve clients' wealth through optimization of risk, return, and liquidity
  • Work closely with the branch to achieve strong sales and service performances
  • Manage a pool of high net worth clients and provide unbiased advice in managing and growing their wealth

Key Responsibilities:

  • Promote a high level of sales and service performance and productivity
  • Execute marketing campaigns and initiatives to enhance segment sales performance and acquire/upgrade new & existing high net worth customers onto our platform
  • Provide need-based financial advice to Premier clients and recommend shortlisted/approved house products to clients to achieve their financial objectives

Requirements:

  • Preferably degree holder with 2 to 5 years' relevant experience and outstanding track record in sales and marketing of financial products
  • Experience in handling high net-worth clients (on-shore / off-shore) will be an added advantage
  • A self-motivated, customer-centric, and performance-driven individual who operates with minimal supervision

Benefits:

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

What We Offer:

  • A chance to make a real impact on people's lives
  • A collaborative and inclusive work culture
  • Access to cutting-edge technology and tools

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