Elite Wealth Strategist

2 days ago

Singapore beBeeFinancial Full time $120,000 - $180,000
Job Overview

The role of a high-net-worth financial advisor involves providing comprehensive wealth management guidance and bespoke financial solutions to clients. As a strategic partner, the advisor proactively anticipates client needs and crafts personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.

This client-centric approach empowers clients to achieve their financial aspirations while contributing to the growth of a prestigious financial franchise. The advisor builds deep, long-term relationships with clients, acting as the central point of contact and collaborating with internal specialists to provide a holistic client experience.

Key Responsibilities
  • Wealth Management: Develop and implement personalized financial plans that include investment management, retirement planning, estate planning, tax optimization, and risk management.
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment.
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions.
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities.
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights.
Qualifications and Skills
  • 2-5 years of experience in wealth management or a related field, serving high-net-worth clients.
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development.
  • Strong understanding of North Asian culture and practices.
  • Fluent in Mandarin/Cantonese as well as English.
  • Proven track record of success in business development and client relationship management.
  • Deep understanding of financial markets, investment strategies, and wealth planning principles.
  • Strong analytical, communication, and interpersonal skills.
Education and Certifications
  • Bachelor's/University degree.
  • Mandatory certifications as required for advising on and selling financial products.

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