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Family Office and Wealth Planning Expert

3 weeks ago

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

Job Title: Family Office and Wealth Planning Specialist

Job Summary

We are seeking a highly skilled Family Office and Wealth Planning Specialist to join our team. The successful candidate will have a strong background in wealth management, investment planning, and family office operations.

Key Responsibilities:
  • Provide expert advice on wealth management strategies and investment opportunities
  • Develop and implement comprehensive financial plans for high net worth individuals and families
  • Maintain accurate and up-to-date records of client information and transactions
  • Collaborate with cross-functional teams to deliver exceptional client service
Requirements:
  • Bachelor's degree in Finance, Accounting, or related field
  • Minimum 5 years of experience in wealth management or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
What We Offer:
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Ongoing training and professional development opportunities