Financial Expertise Leader

2 weeks ago

Singapore beBeeWealth Full time $1,000,000 - $1,500,000

Empowering Personal Growth

We are on a mission to cater to diverse wealth needs through proprietary portfolios and cash management solutions.

Our team combines world-class financial expertise with best-in-class technology talent. Excellence in execution is in our DNA, and we offer equity ownership to all employees.

We are regulated by financial authorities across multiple regions. In total, over 250,000 investors trust us to grow their wealth.

About the Role

As a Senior Wealth Advisory Lead, you will focus on acquiring and growing relationships across affluent and high-net-worth segments.

This front-line role involves driving assets under management growth, acquiring new clients, and delivering personalized advisory backed by our institutional-grade investment platform and proprietary portfolios.

Key Responsibilities
  • Develop and maintain a personal pipeline of affluent and accredited clients through referrals, partnerships, and business development activities.
  • Drive new client acquisition and AUM growth by delivering our investment proposition clearly and credibly.
  • Deliver curated investment advice and portfolio recommendations using a mix of our model portfolios, thematic strategies, and customized solutions.
  • Provide exceptional service as the primary point of contact for all advisory and investment-related matters.
  • Collaborate with the investment, product, and marketing teams to refine targeting, campaigns, and onboarding journeys.
  • Design and deliver financial proposals, portfolio diagnostics, and implementation plans in line with client goals.
  • Stay up-to-date with market trends, portfolio strategy developments, and regulatory changes.

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