Expert Financial Solutions Advisor

7 days ago

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

About our Opportunity

  • We are seeking a highly skilled Financial Solutions Expert to join our team.

The successful candidate will be responsible for developing and maintaining high-value client relationships by delivering bespoke financial solutions, wealth management services, and exceptional relationship management.

Key Responsibilities:

  • Develop strong relationships with high-net-worth clients to understand their unique financial objectives and provide tailored banking and investment solutions.
  • Grow the portfolio through referrals, targeted marketing activities, and personal networks.
  • Provide comprehensive guidance on wealth management, insurance, deposits, and investment products.
  • Review client portfolios and conduct thorough financial needs analysis to identify opportunities for cross-selling.
  • Collaborate with product specialists to deliver holistic financial solutions that meet client needs.
  • Ensure compliance with regulatory guidelines, internal policies, and risk frameworks.
  • Stay up-to-date with market trends and economic developments to provide relevant insights and recommendations to clients.
  • Meet individual sales targets and contribute to the team's overall performance goals.

Requirements:

  • Bachelor's degree in Finance, Business, or a related field.
  • A minimum of 3–5 years of experience in wealth management, priority/premier banking, or relationship management.
  • In-depth knowledge of banking products, financial planning, investments, and insurance.
  • Excellent interpersonal and communication skills with a customer-centric approach.
  • Relevant certifications in finance and compliance.
  • A proven track record of achieving sales and client retention targets.

About Us

We are committed to creating a supportive environment that fosters employee growth and development.

We value diversity and welcome applications from candidates with diverse backgrounds.

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