High Net Worth Financial Strategist

1 week ago

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

Job Overview:

We are seeking a skilled and experienced wealth management professional to join our team as a Client Advisor.

This role involves providing comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals, serving as a trusted advisor and strategic partner.

The ideal candidate will possess a strong entrepreneurial spirit and the ability to work independently in a multicultural environment. They should have a deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations.

Key Responsibilities:

  • Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management.
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment, leveraging existing networks and referrals to expand the client base.
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions.
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities, providing informed perspectives and recommendations to clients.
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights.

Qualifications:

  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients.
  • Familiarity with Islamic finance principles and products.
  • Knowledge of local regulatory requirements for wealth management in the UAE/Middle East.
  • Existing network of HNWI contacts in the region.
  • Deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations.
  • Strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs.
  • Ability to work independently and as part of a team in a multicultural environment.
  • Fluency in regional languages is a plus.
  • Proven track record of success in business development and client relationship management.

Education:

  • Bachelor's/University degree.

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