Wealth Manager

3 days ago

Singapore beBeeInvestment Full time

As a seasoned wealth manager, you will be responsible for growing and deepening wallet share of high net worth clients and their families.

Job Description

The successful candidate will provide a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.

They will partner with an experienced team of product specialists, and with support from teams of innovative treasury sales and dedicated administrative staff members, offer expert guidance on customised solutions to customers, and provide them with professional, round-the-clock service for all their banking, borrowing and investment needs.

The ideal candidate will have a proven track record of consistent sales performance, preferably in banking or banking-related industries.

They will demonstrate a strong understanding of compliance and regulatory requirements, particularly in the Non-Resident Indian market.

The successful candidate will have established network of high net worth clients in this region.

Required Skills and Qualifications
  • Tertiary qualification in a relevant field
  • 3 to 5 years of wealth advisory experience
  • Proven sales performance in banking or related industries
  • Strong understanding of sophisticated investment products and portfolio management concepts
  • Demonstrated knowledge of compliance and regulatory requirements
Benefits

We offer a competitive salary and benefits package, as well as opportunities for development and recognition within a dynamic environment.

Your Background

You will have a strong sense of ownership and pride in helping our clients achieve their financial goals at every life stage.

You will be obsessed about providing a stellar client experience, staying abreast of the latest industry trends, investment product & service offerings, and fintech developments.

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