High Net Worth Financial Strategist

6 days ago

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

We are seeking a highly skilled Wealth Management Specialist to join our team.

As a member of our Wealth Management team, you will be responsible for providing financial services to high-net-worth clients. This will involve developing business relationships with individuals, their families, family offices, and corporates.

Main Responsibilities:

  • Develop strategic partnerships with high-net-worth individuals and businesses.
  • Understand client needs, identify investment opportunities, and provide expert financial advice.
  • Provide tailored investment advisory and asset allocation services.
  • Assist clients in wealth planning and preservation strategies.

Essential Skills and Qualifications:

  • In-depth knowledge of major international capital markets and investment instruments.
  • Strong understanding of client investment needs and market trends.
  • Proven track record in sales and wealth management roles.
  • Bachelor's degree in finance or a related field.
  • Relevant professional licenses.

Favorable Characteristics:

  • Client-centric approach.
  • Passionate about building long-term relationships and delivering exceptional service.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Self-motivated and disciplined individual.

Work Environment:

A dynamic and supportive team environment that fosters growth and collaboration.

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