High-Net-Worth Investment Specialist

3 days ago

Singapore beBeeWealth Full time
Client Advisor Role

This is a pivotal role for an external asset management team specializing in Ultra High Net Worth (UHNW) clients. As a Client Advisor, you will be responsible for bringing your own book of accounts and acquiring new clients while managing their portfolios based on their respective investment objectives.

Key Responsibilities:

  • Identify and target potential UHNW clients who align with the firm's client profile.
  • Develop innovative strategies to acquire new UHNW clients and expand the client base.
  • Build and nurture relationships with prospective clients through networking, referrals, and outreach efforts.

Existing Client Relationship Management:

  • Manage and strengthen relationships with existing UHNW clients to ensure their financial objectives are met.
  • Understand each client's unique financial goals, risk tolerance, and investment preferences.
  • Serve as the primary point of contact and trusted advisor for existing clients, addressing their financial inquiries and needs.

Investment Advisory and Portfolio Management:

  • Provide customized investment advice and strategies tailored to meet each client's wealth preservation and growth objectives.
  • Collaborate with the investment team to design and manage investment portfolios aligned with client goals.
  • Oversee the daily management of client portfolios, focusing on optimizing asset allocation and managing risk.

Comprehensive Wealth Planning:

  • Work closely with clients to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.
  • Collaborate with partners to implement wealth plans.

Benefits: This role offers generous profit sharing and other incentives, making it an attractive opportunity for experienced professionals.

Qualifications:

  • 5+ years of experience in client-facing roles or a related field.
  • Proven track record of successfully managing high-net-worth clients or assets.
  • Strong communication and interpersonal skills.

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