Strategic Wealth Manager

1 week ago

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

Job Title: Strategic Wealth Manager

Job Summary

We are seeking a skilled and experienced Strategic Wealth Manager to join our team. In this role, you will be responsible for providing expert investment guidance and support to clients on investment products and services, helping them achieve their financial goals.

This is an exciting opportunity to leverage your knowledge and expertise in wealth management to drive success and growth in our organization.

Key Responsibilities:

  • Conduct research on investment products, markets, and trends to provide informed investment recommendations.
  • Develop and maintain in-depth knowledge of investment products to provide expert advice to clients.
  • Provide exceptional client support, helping them select suitable offshore investment products that meet their needs.
  • Evaluate and assess the risks associated with investments to ensure alignment with clients' goals and risk tolerance.

Required Skills and Qualifications:

  • Proven experience in wealth management, including investment analysis and portfolio management.
  • Strong knowledge of financial markets, instruments, and regulatory requirements.
  • Excellent communication and interpersonal skills to effectively engage with clients and colleagues.
  • Ability to work independently and as part of a team to achieve business objectives.

Benefits:

  • A competitive salary and bonus structure.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment that encourages collaboration and innovation.

About Us:

We are a leading provider of financial services, committed to delivering exceptional results and building long-term relationships with our clients. If you are a motivated and ambitious individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.

  • Wealth Manager

    2 weeks ago

    Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

    **Wealth Manager**: **Reports To**: Director **Job Overview**: The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

  • Managing Director

    31 minutes ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Managing Director

    1 hour ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Wealth Management Specialist

    1 week 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 Management Specialist

    6 days 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...

  • Strategic Wealth Manager

    7 days ago

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

    Strategic Wealth AdvisorThis role requires a skilled and experienced professional who can deliver comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.Key Responsibilities:Create personalized strategies for clients to achieve their financial aspirations;Provide sophisticated investment management, advanced...

  • Wealth Management Intern

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and management ...

  • Wealth Management Intern

    5 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

  • Wealth Manager

    24 hours ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    24 hours ago

    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...