Strategic Wealth Relationship Manager

2 weeks ago

Singapore beBeeWealth Full time $60,000 - $120,000
Job Summary

We are seeking a skilled and results-driven Strategic Wealth Relationship Manager to join our team. This role will be responsible for developing and maintaining relationships with high net worth individuals, providing them with tailored investment solutions and exceptional customer service.

About the Role

The successful candidate will have a strong understanding of financial markets and instruments, as well as excellent communication and interpersonal skills. They will be responsible for identifying opportunities to grow our client base and develop new business through referrals and networking.

Key Responsibilities
  • Develop and implement strategic plans to attract and retain high net worth clients
  • Provide personalized investment advice and guidance to clients
  • Build and maintain strong relationships with clients through regular communication and updates
  • Identify opportunities to cross-sell and upsell existing clients
  • Stay up-to-date with market trends and developments to provide expert advice to clients
Requirements

To be successful in this role, you will need:

  • A degree in finance, economics or a related field
  • At least 3 years of experience in wealth management or a related field
  • Strong knowledge of financial markets and instruments
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients
  • Results-driven and target-oriented
Benefits

We offer a competitive salary and benefits package, including:

  • Bonuses for meeting sales targets
  • Ongoing training and development opportunities
  • Access to cutting-edge technology and tools
  • A dynamic and supportive work environment
What We Offer

In return for your hard work and dedication, we offer:

  • A challenging and rewarding career path
  • Opportunities for professional growth and development
  • A collaborative and supportive work environment
  • A competitive compensation package
About Us

We are a leading provider of financial services, dedicated to helping our clients achieve their financial goals. Our team is passionate about delivering exceptional service and providing innovative solutions to meet the changing needs of our clients.

  • Wealth Manager

    6 days ago

    Singapore Wealth Asia LLP Full time

    Overview As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on...

  • Managing Director

    1 week ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Managing Director

    1 week ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Wealth Manager

    2 days ago

    Singapore VASTUS WEALTH PTE. LTD. Full time

    Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

  • Senior Relationship Manager

    1 week ago

    Singapore Taurus Wealth Full time

    Are you looking for a dynamic, international, and entrepreneurial working environment as a Senior Relationship Manager? As part of the Taurus Family, you are benefitting from an independent platform that gives you the freedom to select the best possible products to meet your individual clients’ needs. We are always looking for motivated individuals to...

  • Wealth Management Relationship Manager

    2 weeks ago

    Singapore beBeeFinancial Full time

    Job Title A prestigious position in wealth management awaits the right individual. We are seeking a seasoned Relationship Manager to join our team and excel in this dynamic role. About This Role The ideal candidate will have a proven track record of delivering exceptional results in their previous roles. They will be responsible for cultivating...

  • Relationship Manager

    6 days ago

    Singapore TALENTVIS SINGAPORE PTE. LTD. Full time

    Role Overview The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long-term client relationships. The role demands a strong understanding...

  • Wealth Manager

    1 week ago

    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    1 week ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Private Wealth Director

    2 weeks ago

    Singapore Prestige Wealth Full time

    Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...