Current jobs related to High Net Worth Client Manager - Singapore - beBeeFinancial

  • High Net Worth Client Manager

    3 days ago

    Singapore beBeeCustomerService Full time

    Key Roles and ResponsibilitiesDemonstrate exceptional customer service by adhering to the bank's standards.Play a crucial role in delivering a seamless banking experience to personal and small business customers.Responsibilities:Provide Relationship Management services to High Net Worth clients within the Premier Banking segment of the Customer Service...

  • High Net Worth Client Manager

    5 hours ago

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

    Portfolio Relationship ManagerWe are seeking a seasoned Portfolio Relationship Manager to join our team. As the primary point of contact for a portfolio of high net worth (HNW) and ultra high net worth (UHNW) clients, you will be responsible for building long-term, trust-based relationships and providing holistic financial advice.Key Responsibilities:Serve...

  • High Net Worth Client Portfolio Manager

    15 hours ago

    Singapore beBeeWealth Full time $120,000 - $200,000

    Job Title: High Net Worth Client Portfolio Manager Key Responsibilities:Drive business expansion through strategic partnerships, prospecting, and networking.Build and manage high-net-worth client relationships by offering tailored investment solutions aligned with their financial goals and risk profiles.Conduct in-depth market and financial analysis to...

  • High-Net-Worth Client Specialist

    4 days ago

    Singapore beBeeFinancial Full time $150,000 - $250,000

    Job TitleA Financial Advisor position is available for a high-net-worth individual specialist with experience in wealth management.Job DescriptionThe successful candidate will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to clients. They will proactively anticipate client needs, crafting personalized...

  • High Net Worth Client Coverage Leader

    2 days ago

    Singapore beBeeClient Full time $150,000 - $200,000

    Market Leadership OpportunityWe seek a seasoned professional to lead our team of Client Advisors (CAs) in establishing and growing long-term client relationships.The successful candidate will have a proven track record in High Net Worth (HNW) and Ultra High Net Worth (UHNW) client coverage.Head a desk comprising private bankers, guiding them to build and...

  • High Net Worth Portfolio Manager

    15 hours ago

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

    Job Title:A Portfolio StrategistJob Description:As a high net worth wealth manager, you will play a pivotal role in our team. Key Responsibilities: Identify and target potential ultra high net worth clients who align with our client profile.Develop and execute innovative strategies to acquire new ultra high net worth clients, expanding our client base.Build...

  • Marketing Manager, High Net Worth

    2 weeks ago

    Singapore Hays Full time

    **Your new company** My client is a listed (MAS-licensed) digitalised and global wealth investment platform across Singapore & US markets. **Your new role** As the Marketing Manager - High Net Worth, you will be responsible for identifying target audiences and developing marketing plans for Corporate, Institution and Private Wealth clients. You will lead...

  • High Net Worth Client Advisor

    3 days ago

    Singapore beBeeCredit Full time

    Job TitlePrivate Banking Credit Operations AnalystJob DescriptionWe are seeking a highly motivated individual to support our Private Banking business where we serve the complex wealth management needs of our ultra-high net worth clients across the world. As an Analyst in the Deals Specialist team, you will develop all-round expertise in credit...

  • High-Net-Worth Client Service Manager

    21 hours ago

    Singapore beBeeClientService Full time $120,000 - $240,000

    Job OverviewNomura International Wealth Management department offers premium financial services and customized solutions to high-net-worth individuals and families globally. Our team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth.Key ResponsibilitiesDeliver exceptional...

  • High Net Worth Client Relationship Manager

    2 weeks ago

    Singapore Datasearch Consulting Full time

    **High Net Worth Client Relationship Manager** **Singapore** **SGD 72-144K Base + Commissions** Our client, an Investment Management firm with a strong reputation in healthcare startups and medical investors space is looking to hire a High Net Worth Client Relationship Manager and be part of an international and dynamic team with a diversified...

High Net Worth Client Manager

2 weeks ago

Singapore beBeeFinancial Full time
Job Title:
Senior Financial Advisor

Developing high-net-worth client relationships is a key objective of this role. A wealth manager with extensive experience in financial planning and portfolio management will build strong connections with clients to identify opportunities for long-term growth and success.

Key Responsibilities:
1. Financial Planning: Develop and implement comprehensive financial plans tailored to each client’s unique needs and objectives.
2. Client Consultations: Conduct thorough consultations to understand clients’ financial goals, risk tolerance, and liquidity requirements.
3. Investment Strategies: Create customized investment plans aligned with clients’ preferences and objectives.
4. Wealth Preservation: Utilize a diverse range of financial products and services to optimize wealth preservation and growth.

Qualifications & Skills:
1. Proven experience in wealth management, private banking, or a similar role.
2. Strong knowledge of investment strategies, financial products, and market trends.
3. Excellent interpersonal and communication skills to engage and advise high-net-worth individuals.
4. Ability to analyze complex financial information and provide tailored solutions.