Senior Client Advisor

1 day ago

Singapore beBeeClientAdvisor Full time

Job Title: Senior Client Advisor

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We are seeking a highly skilled and experienced relationship manager to join our Wealth Management team. The ideal candidate will have strong knowledge in insurance, trusts, investment, capital markets, and financing.

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The successful candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. You will be a key member of the team, working closely with HNW / UHNW / Family Offices / EAM clients, leading corporates, and institutional banks.

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Key Responsibilities:

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  • Maintain good relationships with existing clients and identify new business opportunities.">
  • Develop business for wealth management clients through secondary and primary broking activities.">
  • Prepare credit proposals and onboard new clients.">
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Requirements:

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The ideal candidate will have:

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  • ">
  • Strong knowledge in insurance, trusts, investment, capital markets, and financing.">
  • Excellent communication and interpersonal skills.">
  • A proven track record of building strong client relationships.">
  • Ability to work independently and as part of a team.">
  • Familiarity with preparing credit proposals and onboarding new clients.">
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About Us:

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We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

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Contact Information:

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Please submit your application, including your resume and cover letter, to apply for this exciting opportunity.

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