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Strategic Financial Partnership Specialist

2 weeks ago


Singapore beBeeFinancial Full time $90,000 - $120,000
Job Title:

Strategic Financial Partnership Specialist

Job Overview:

The role of a Strategic Financial Partnership Specialist is to establish and maintain strong, professional relationships with customers by providing expert financial guidance and market insights.

This position requires a deep understanding of Wealth Management and Banking principles, as well as excellent communication and analytical skills.

Key responsibilities include:

  • Conducting in-depth financial analysis and profiling sessions
  • Fostering long-term customer partnerships
  • Developing and implementing strategic business plans

Requirements:

  • At least 3 years of experience in financial relationship management
  • Strong knowledge of Wealth Management and Banking principles
  • Excellent communication, analytical, and problem-solving skills