Family Wealth Strategist

1 day ago

Singapore beBeeWealth Full time $2,000,000 - $3,000,000

Job Title: Family Wealth Strategist

Job Description:

We are seeking a highly skilled and experienced Family Wealth Strategist to join our team. The successful candidate will be responsible for providing expert advice on investment products and wealth solutions to high net worth clients and family offices.

The ideal candidate will have a deep understanding of financial markets, investment products, and regulatory frameworks. They will also possess excellent communication and interpersonal skills, with the ability to work in a multi-cultural environment.

Key Responsibilities:
  • Develop and implement customized investment strategies for high net worth clients and family offices.
  • Provide expert advice on investment products and wealth solutions, including portfolio construction, risk management, and asset allocation.
  • Evaluate and recommend digital asset investment opportunities in line with client risk profiles.
  • Collaborate with internal teams to deliver seamless client experiences, including portfolio construction, risk management, and asset allocation.
  • Stay up-to-date with developments in blockchain, tokenization, and digital asset markets.
Requirements:

To be successful in this role, you will need:

  • A Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
  • A minimum of 10 years of experience in private banking and investment advisory, asset gathering, or family office services.
  • Proven track record in managing high net worth relationships and multi-asset portfolios.
  • Familiarity with variable capital company structures, external asset manager platforms, and digital asset ecosystems.
  • Deep understanding of financial markets, investment products, and regulatory frameworks.
What We Offer:

In return for your expertise and experience, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

About Us:

We are a leading provider of wealth management solutions, dedicated to delivering exceptional service and results to our clients.

  • Elite Wealth Strategist

    6 days ago

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

    Job Title: Elite Wealth StrategistAs an elite wealth strategist, you will be responsible for cultivating strong relationships with ultra-high-net-worth individuals and families to provide tailored wealth management services that align with their financial and legacy goals.Key Responsibilities:Develop customized philanthropic strategies that reflect clients'...

  • Senior Wealth Strategist

    3 days ago

    Singapore beBeeWealth Full time $4,000

    Job Title: Senior Wealth StrategistWealth Management professionals are in high demand. We're seeking a talented and ambitious individual to join our team as a Senior Wealth Strategist.

  • Wealth Strategist

    2 weeks ago

    Singapore beBeeFinancial Full time $80,000 - $100,000

    Job Title:Career as a Wealth StrategistRole Description:We are seeking a detail-oriented professional to craft personalized wealth blueprints for clients. The ideal candidate will analyze and plan comprehensive strategies, develop roadmaps for high net worth individuals and families, and stay ahead of market trends to optimize plans.Key...

  • Wealth Strategist

    2 weeks ago

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

    Job Title: Wealth StrategistAbout the Role:Wealth Strategists are financial experts who provide tailored advice to clients, helping them manage and grow their wealth effectively.Key Responsibilities:The role involves assessing clients' financial goals, risk tolerance, and investment preferences. We create customized financial plans and investment strategies...

  • Wealth Strategist

    4 days ago

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

    Job Title: Wealth Strategist We are seeking a highly skilled and motivated individual to join our team as a Wealth Strategist. Key Responsibilities: Asset Management: Build strong relationships with clients, provide exceptional customer service, and actively engage in cross-selling and upselling financial products. Product Expertise: Stay up-to-date...

  • Senior Wealth Advisor

    6 days ago

    Singapore beBeeWealth Full time

    Job Title: Wealth Strategist This is a permanent role for our client in the Private Banking Sector. The job scope encompasses wealth advisory services, family offices and structured

  • High Net Worth Wealth Strategists

    1 week ago

    Singapore beBeeWealthStrategist Full time $5,000 - $15,000

    Wealth Strategists We are seeking skilled Wealth Strategists to join our team. As a key member of our advisory team, you will play a crucial role in helping high-net-worth individuals and families achieve their financial goals.The ideal candidate will have a proven track record of delivering tailored wealth strategies that drive results. You will be...

  • Family Wealth Consultant

    6 days ago

    Singapore Unicorn International Pte Ltd Full time $80,000 - $120,000 per year

    About the job Company Description At Unicorn, we are more than just a financial advisory firm—we are stewards of lives and legacies. Built on the foundation of Honesty, Hard Work, and Integrity, Unicorn delivers a deeply personalised family wealth office experience to professionals, families, and entrepreneurs. We are driven by a singular mission: to...

  • Wealth Product Strategist

    3 days ago

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

    Job Title:Wealth Product Strategist

  • Family Office Advisor

    2 weeks ago

    Singapore SUN WEALTH HOLDING GROUP PTE. LTD. Full time

    Roles & Responsibilities **Family Office Advisor** **Responsibilities** - Direct support to Family Office Advisors in administrative and organisational aspects of client management - Assist with documentation for client onboarding and ongoing maintenance - Able to handle client communications and instructions - Assist in preparation of client proposals -...