High Net Worth Client Manager

2 days ago

Singapore beBeeInvestment Full time $1,500,000 - $2,000,000
">High Net Worth Client Manager

We are seeking a seasoned professional to join our team as a High Net Worth Client Manager. As a key member of our client-facing team, you will be responsible for delivering exceptional service and tailored financial solutions to our high net worth clients in the North Asia market.

">

">Our ideal candidate possesses a strong track record of success in sales and account management, with a deep understanding of equities, unit trusts, insurance, and other personal investment services. They must also have excellent communication and interpersonal skills, as well as a high level of professionalism and integrity.

">The successful candidate will be responsible for:

  • Providing differentiated financial analysis and advice to uncover investment needs and objectives of sophisticated clients.
  • Partnering with experienced teams to offer customised solutions to customers.
  • Collaborating with administrative staff to provide professional round-the-clock service for all banking, borrowing, and investment needs.

">In addition to these responsibilities, the ideal candidate should possess the following qualifications and skills:

  • Tertiary qualification in a relevant field.
  • At least 3 years of sales experience in banking or financial industries.
  • Strong understanding of equities, unit trusts, insurance, and other personal investment services.
  • Excellent communication and interpersonal skills.
  • Focused, disciplined, and high personal standards.

">If you are a motivated and results-driven individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.

  • High Net Worth Client Manager

    2 weeks ago

    Singapore beBeeManagement Full time $80,000 - $150,000

    Key Job ResponsibilitiesAs a Business Development Director, you will be responsible for acquiring high-net-worth clients and managing your business remotely from home. You will present wealth management solutions to high-net-worth investors and report to a Managing Director. The OpportunityThis role allows you to manage your territory within driving...

  • High Net Worth Client Strategist

    1 week ago

    Singapore beBeeInvestments Full time $1,500,000 - $2,500,000

    Job TitleThis role oversees a portfolio of high-net-worth clients and crafts tailored investment strategies to deliver exceptional service.Responsibilities:Cultivate long-term relationships with high-net-worth individuals.Identify prospects within the relevant market and use market knowledge to acquire new clients.Introduce clients to suitable products and...

  • High Net Worth Manager

    3 days ago

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

    Job Opportunity: This role offers the chance to work in a fast-growing organization with a focus on wealth management. The successful candidate will be responsible for acquiring high net worth individuals and providing wealth management solutions. They will also be expected to operate independently, have well-developed interpersonal skills, and...

  • High Net Worth Client Relationship Manager

    7 days ago

    Singapore beBeeFinance Full time $150,000 - $300,000

    Huahai Consult Pte Ltd is a leading wealth solutions platform providing bespoke services in insurance, cross-border financial planning, and family governance to ultra-high-net-worth individuals, families, and institutions in Asia.We are committed to delivering personalized solutions tailored to the unique needs of our clients, to achieve their financial...

  • High Net Worth Client Relationship Manager

    5 days ago

    Singapore beBeeFinance Full time

    Huahai Consult Pte Ltd is a leading wealth solutions platform providing bespoke services in insurance, cross-border financial planning, and family governance to ultra-high-net-worth individuals, families, and institutions in Asia. We are committed to delivering personalized solutions tailored to the unique needs of our clients, to achieve their financial...

  • High Net Worth Client Relationship Manager

    2 days ago

    Singapore beBeeClientServicing Full time $6,500

    Job Overview:As a Client Services Executive, you will be responsible for servicing top high net worth, ultra high net worth, VIPs and financial institutions. Your role will involve being a reliable servicing partner, providing support such as onboarding, and ensuring the smooth operation of our clients' relationships with us.Required Skills and...

  • High Net Worth Client Manager

    2 weeks 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...

  • Expansion Manager

    10 hours ago

    Singapore beBeeWealth Full time $30,000 - $100,000

    Job Overview">We are seeking a seasoned professional to spearhead business growth and expansion among high net worth individuals from China.">">Key Responsibilities">">Develop and manage strategic relationships with high-net-worth clients">Understand their complex financial needs and provide tailored solutions">Identify new business opportunities and create...

  • High Net Worth Client Wealth Manager

    2 days ago

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

    Job Title: High Net Worth Client Wealth ManagerAbout the RoleWe are seeking a highly skilled and experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for growing and deepening wallet share and strengthening the wealth of sophisticated clients and their families.Your Key Responsibilities:Provide a differentiated suite of...

  • High Net Worth Client Portfolio Manager

    2 weeks 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...