Expert Wealth Strategist

6 days ago

Singapore beBeeFinancial Full time $80,000 - $120,000
Strategic Financial Strategist

A strategic financial strategist plays a pivotal role in helping organizations navigate complex financial landscapes and make informed decisions. This key position involves developing and managing a portfolio of clients, identifying their unique financial needs, and crafting tailored strategies to address them.

About the Role:
  • This is a dynamic role that requires a strong understanding of financial markets, economic trends, and regulatory requirements.
  • The successful candidate will have exceptional analytical skills, excellent communication abilities, and a proven track record of delivering high-impact results.
Responsibilities:
  1. Develop and manage a diverse portfolio of individual and corporate clients by understanding their distinct financial situations and goals.
  2. Identify financial needs and craft customized wealth and protection strategies that align with each client's objectives.
  3. Establish long-term relationships with businesses, professionals, and entrepreneurs by providing exceptional service and support.
  4. Collaborate with senior advisors and business development teams to drive growth and expansion.
  5. Represent the firm at client meetings and business networking events, fostering strong connections and partnerships.
What We Offer:
  • One-on-one mentorship with seasoned financial leaders who can provide guidance and support throughout your career journey.
  • A structured pathway toward team leadership and management roles, allowing you to grow and develop within the organization.
  • Sponsorship for recognized certifications (e.g., CMFAS), enabling you to enhance your skills and expertise.
  • A performance-driven incentive structure and achievement recognition, rewarding your hard work and dedication.
  • Exposure to both personal and corporate financial planning strategies, giving you a comprehensive understanding of the field.
Requirements:
  • Degree holders in Finance, Business, Marketing, or related fields who are passionate about finance and eager to learn.
  • Self-motivated individuals with strong people skills and commercial acumen, able to build lasting relationships with clients.
  • Fresh graduates with exceptional drive and enthusiasm, welcome to apply and start your career journey.
  • Professionals seeking a rewarding, client-facing career with long-term growth and opportunities for advancement.

*Note: This role is ideal for those committed to building a meaningful advisory career in wealth management. Industry licensing sponsorship provided for successful candidates.

Tell employers what skills you have:
Wealth Management
Financial Planning
Wealth Accumulation
Wealth
Business Networking
Risk Management
Mentorship
Financial Advisory
Corporate Finance
Financial Services

  • Wealth Strategist

    5 days 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...

  • Senior Wealth Strategist

    6 days ago

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

    As a seasoned wealth strategist, you will play a pivotal role in forging and nurturing relationships with high net worth individuals and corporate clients across Singapore.Key Responsibilities:Nurture and expand existing client base through tailored financial solutionsCultivate new business opportunities via strategic networking and referralsOffer expert...

  • Wealth Strategist

    6 days 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...

  • Financial Strategist

    2 days ago

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

    Financial StrategistWe are seeking a skilled and dedicated Financial Strategist to join our team.In this role, you will be instrumental in providing expert financial advice and tailored wealth management solutions to our diverse client base.Your expertise will encompass a range of products and services, including insurance, structured deposits, loans, and...

  • Senior Wealth Advisory Strategist

    3 days ago

    Singapore OCBC Full time

    Overview Join to apply for the Senior Wealth Advisory Strategist role at OCBC . Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning and...

  • Senior Wealth Strategist

    6 days ago

    Singapore beBeeWealth Full time

    We are seeking a highly skilled and client-focused Senior Wealth Strategist to provide comprehensive wealth management services to affluent clients. This role involves developing and maintaining strong client relationships, offering personalized financial strategies, and ensuring the long-term growth and protection of their wealth for future generations. ...

  • High Net Worth Wealth Strategists

    3 days 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...

  • Senior Wealth Investment Advisor

    23 hours ago

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

    Financial Portfolio Strategist Job DescriptionWe are seeking a highly skilled Wealth Asset Manager to join our organization. As a key member of the team, you will be responsible for providing expert financial portfolio advisory services to high net worth individuals and private clients.The ideal candidate will have a strong understanding of investment...

  • UHNW Wealth Management Specialist

    3 days ago

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

    Job Title: Wealth Strategist - UHNW MarketOverviewThis is an exceptional opportunity to join our team as a Wealth Strategist, focusing on the UHNW market. You will be responsible for managing client relationships and delivering customized financial solutions.Key Responsibilities:

  • Wealth Strategist

    2 days ago

    Singapore beBeeFinancial Full time $4,000

    Job DescriptionAs a wealth manager, you will work directly with clients to help them manage and grow their wealth. This includes building and maintaining strong relationships with new and existing clients, understanding their needs, and delivering suitable solutions.Responsibilities:Manage client relationships and develop tailored investment strategies to...