Current jobs related to Wealth Creation Specialist - Singapore - beBeeCareer

  • Wealth Management Specialist

    3 days ago

    Singapore WEALTH ASIA LLP Full time

    Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will play a vital role by...

  • Wealth Management Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will...

  • Wealth Management Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Wealth Creation Specialist

    2 weeks ago

    Singapore beBeeInvestment Full time

    Job Title: Financial Strategist As a Financial Strategist, you will play a pivotal role in creating and implementing comprehensive investment plans that cater to the unique needs and objectives of our clients. Key Responsibilities: Conduct thorough financial analyses to assess clients' risk tolerance, financial situation, and investment goals. Develop and...

  • Creating Wealth for Clients

    2 weeks ago

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

    Wealth Creation SpecialistJob DescriptionAs a Wealth Creation Specialist, you will be responsible for developing and maintaining relationships with existing clients, as well as identifying and acquiring new business opportunities in the Singapore and APAC regions. Your primary objective will be to provide expert financial planning and investment advice to...

  • Wealth Planning Support Specialist

    6 days ago

    Singapore beBeeWealth Full time

    Job Title: Wealth Planning Support Specialist We are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Support Specialist. This is an exciting opportunity for a self-driven professional who wants to make a real impact in the financial industry. About the Role: The successful candidate will provide administrative...

  • Wealth Management Solutions Specialist

    1 week ago

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

    Job DescriptionA technical specialist is required to lead and deliver technical implementation of wealth management platforms solutions.Lead and deliver technical implementation of Triple A Plus (TAP) solutions across client projects.Develop and customize TAP modules, including GUI/WUI development, UDF creation, formats, screen design, and system...

  • Wealth Planning Support Specialist

    2 weeks ago

    Singapore beBeeWealth Part time $80,000 - $100,000

    Job Title: Wealth Planning Support SpecialistWe are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Support Specialist. This is an exciting opportunity for a self-driven professional who wants to make a real impact in the financial industry.About the Role:The successful candidate will provide administrative support to...

  • Wealth Creation Specialist

    2 weeks ago

    Singapore beBeeFinancial Full time $60,000 - $120,000

    Maximize Your Potential as a Financial AdvisorJob DescriptionSucceed in a rewarding career where you can make a lasting impact on people's lives. As a financial advisor, you will provide clients with tailored solutions for their financial planning, estate planning, and investment advisory needs.You will be responsible for:Engaging with clients to understand...

  • Wealth Specialist

    1 week ago

    Singapore Juzzmarketingservices Full time

    Job Description: A Wealth Specialist provides personalized financial advice and solutions to clients, helping them manage and grow their wealth effectively. Job Scope and Responsibilities: Assess clients' financial goals, risk tolerance, and investment preferences. Create customized financial plans and investment strategies. Provide recommendations on...

Wealth Creation Specialist

2 weeks ago

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

Job Summary

As a Relationship Manager, your primary goal is to create and grow the wealth of high net-worth clients and their families. Deliver tailored solutions to meet client needs and objectives Partner with specialists to offer expert guidance on customised solutions Collaborate with colleagues for seamless service delivery You will be responsible for establishing a network of high net-worth clients in the North Asia market. The ideal candidate will have a strong understanding of financial analysis and the ability to deliver insightful advice. Key Responsibilities Financial Analysis: Provide differentiated financial analysis and advice to uncover investment needs and objectives at different life stages Client Partnerships: Partner with specialists to offer expert guidance on customised solutions Service Delivery: Collaborate with administrative staff for round-the-clock service For this role, you are expected to cover the North Asia market, establishing a network of high net-worth clients in this region. Requirements Essential Skills: Strong understanding of financial analysis and advice Ability to partner with specialists and provide expert guidance Excellent communication and collaboration skills Desirable Skills: Experience in relationship management or a related field Knowledge of the North Asia market and its business environment Benefits Working in this role offers a unique opportunity to make a meaningful impact on the lives of high net-worth clients and their families. You will have the chance to develop your skills and expertise, working with a talented team of professionals. What We Offer We are committed to providing a supportive and inclusive work environment that allows our employees to thrive. Our company offers a range of benefits, including competitive salaries, comprehensive training and development programs, and opportunities for career advancement. Join Our Team Are you a motivated and ambitious individual looking for a new challenge? Do you have a passion for delivering exceptional results and making a difference in people's lives? If so, we would love to hear from you.