Senior Financial Strategist

6 days ago


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

Role: Senior Financial Strategist

  • This is a senior role responsible for developing and implementing effective financial strategies to grow wealth and strengthen relationships with high net-worth clients.
Key Responsibilities:
  • To build and maintain strong relationships with clients, providing personalized financial solutions and advice.
  • To develop and implement comprehensive financial plans tailored to individual client needs.
  • To collaborate with experienced teams to offer expert guidance on customized financial solutions.
  • To ensure compliance with banking and regulatory requirements.
Requirements:
  • A tertiary qualification with a minimum of 3 to 5 years of experience in wealth advisory or related fields.
  • A proven track record of consistent sales performance in banking or related industries.
  • Knowledgeable in sophisticated investment products, portfolio management, and financial planning concepts.
  • A strong understanding of compliance and regulatory requirements.
Benefits:
  • A competitive salary and benefits package.
  • The opportunity to work in a dynamic environment that supports professional development and recognizes achievements.
Tell Employers What Skills You Have:

Wealth Management, Sales, Treasury, Financial Planning, Onshore, Investments, Wealth, Compliance, Portfolio Management, Financial Analysis, Banking, Regulatory Requirements



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