High Net Worth Client Advisor

1 week ago


Singapore beBeeInvestment Full time $80,000 - $120,000
Private Banking Professional

We offer a comprehensive and personalized approach to wealth management, providing high-net-worth clients with tailored solutions to meet their financial objectives.

Key Responsibilities:
  • Provide expert advice and investment services to deliver exceptional service to our discerning clients
  • Collaborate with Relationship Managers to develop and maintain strong client relationships, ensuring timely delivery of market information, portfolio investment advice, and execution services
  • Review and monitor clients' portfolios, devising strategic investment plans in partnership with Relationship Managers
  • Ensure adherence to regulatory requirements and compliance with established policies, standards, and procedures


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