Strategic Wealth Advisor

2 days ago

Singapore beBeeWealth Full time $90,000 - $120,000
Job Title: Strategic Wealth Advisor

Role Summary:

  • Client Engagement and Growth: Identify and acquire new high-net-worth clients, nurturing long-term relationships and providing tailored wealth solutions.
  • Client Insight and Planning: Understand clients' business backgrounds, sources of wealth, and financial objectives to deliver strategic wealth management services.
  • Tailored Financial Solutions: Develop customized investment and risk management solutions that address clients' financing and liquidity needs.
  • Exceptional Client Service: Provide consistent, high-quality after-sales support to enhance client satisfaction and trust.
  • Performance and Compliance: Meet annual targets and uphold service standards, ensuring compliance with all regulatory requirements.

Requirements:

  • Bachelor's degree with a minimum of 10 to 15 years' experience in private wealth management, serving high-net-worth clients.
  • Strong familiarity with the Greater China market, including regulatory and compliance requirements.
  • In-depth product knowledge and the ability to interact with clients in the Greater China region.
  • Singapore Client Advisory Competency Standards (CACS) qualification required.
  • Excellent client-facing, sales, and stakeholder management skills.

We Offer:

  • A dynamic work environment that fosters growth and development.
  • The opportunity to work with a talented team of professionals.
  • A competitive compensation package.

About the Role:

This is an exciting opportunity for a highly skilled and motivated individual to join our team as a Strategic Wealth Advisor. The successful candidate will have excellent communication and interpersonal skills, be able to build strong relationships with clients, and possess a deep understanding of the Greater China market.

How to Apply:

If you are passionate about wealth management and have expertise in the Greater China market, we invite you to apply by submitting your CV.

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