Lead Private Wealth Strategist

2 weeks ago

Singapore beBeePrivateWealthManager Full time $90,000 - $120,000
Job Description

We are seeking a skilled Private Wealth Manager to join our organization. The successful candidate will be responsible for acquiring high net worth individual (HNWI) clients and providing bespoke wealth management solutions.

The role entails identifying and building relationships with HNWI clients, developing and implementing tailored wealth management strategies, and providing exceptional client service and ensuring seamless delivery of financial products and services.

Key Responsibilities:
  • Identifying and building relationships with HNWI clients;
  • Developing and implementing tailored wealth management strategies;
  • Providing exceptional client service and ensuring seamless delivery of financial products and services.

To succeed in this role, the ideal candidate will have at least 10-15 years of experience in wealth management, preferably in Australia and Singapore, as well as extensive experience in relationship management and private banking.

Requirements:
  • At least 10-15 years of experience in wealth management, preferably in Australia and Singapore;
  • Extensive experience in relationship management and private banking;
  • Dynamic and resourceful with a strong achievement-oriented mindset;
  • Strong knowledge of financial products and services, including a good understanding of economic events' impact on global markets;
  • Good understanding of compliance and regulatory requirements;
  • Excellent communication and interpersonal skills;
  • Able to work independently and as part of a team.
About the Opportunity

This is an excellent opportunity for an experienced Private Wealth Manager looking to take their career to the next level. If you are a driven and results-focused individual with a passion for delivering exceptional client service, we encourage you to apply now.

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