High Net Worth Client Manager

2 weeks ago

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

Job Opportunity

We are seeking a driven and ambitious Financial Services Professional to help high net worth clients achieve their financial goals.

Key Responsibilities:

  • Conduct in-depth analyses of clients' needs through diagnostic testing and provide tailored solutions
  • Stay up-to-date with market trends and its impacts on clients' portfolios
  • Develop customized holistic portfolios with detailed analytics
  • Recommend suitable investment options to meet clients' objectives and needs
  • Provide regular reviews and analytical reports on clients' investment portfolios
  • Participate in a mentorship program led by experienced professionals in the financial advisory field
  • Coordinate events and seminars for existing and prospective clients

About the Role:

This is an exciting opportunity to join a dynamic team, with over half of our members achieving exceptional performance and industry-wide recognition.

We prioritize work-life balance and have a flexible work environment that promotes employee well-being.

What We Offer:

  • Comprehensive training on high net worth investment products and analytical tools
  • Integrated support system with award-winning CIO investment team and product specialists
  • Attentive leadership and a dedicated mentorship program
  • Flexible work hours and leave arrangements
  • Well-rounded office facilities and central location with extensive food choices
  • Attractive remuneration and bonus structure
  • Fun-filled recreational and sports activities

Requirements:

Minimum qualification: Diploma

Key skills include Sales, Risk Management Solutions, Investment Advisory, Investments, Wealth, Private Banking, Mentorship, Portfolio Management, Networking, New Business Development, Banking, Finance, Customer Journeys

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