Financial Strategist

13 hours ago

Singapore beBeeStrategist Full time $80,000 - $120,000
Job Title: Financial Strategist

We are seeking a seasoned professional to assume the role of Financial Strategist. The successful candidate will be responsible for fostering meaningful relationships with high net worth clients, providing them with expert guidance on customised solutions to meet their financial objectives.

  • Growing and deepening wallet share and strengthening the wealth of sophisticated clients and their families.
  • Providing a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.
  • Partnering with an experienced team of product specialists, offering expert guidance on customised solutions to customers, and providing them with professional, round-the-clock service for all their banking, borrowing and investment needs.
  • Ensuring compliance with regulatory requirements both in Singapore and in the specified geographical area.
Requirements:

The ideal candidate will possess a tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience.

  • A proven track record of consistent sales performance, preferably in banking or banking-related industries.
  • Knowledgeable and proficient in sophisticated investment products, portfolio management and financial planning concepts.
  • Demonstrate a strong understanding of compliance and regulatory requirements.
  • For this particular role, specific focus will be to cover the Non-Resident Indian market. One is expected to have established network of high net-worth clients in this region.
Benefits:

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

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