High Net Worth Investment Professional

2 weeks ago

Singapore beBeeInvestment Full time

We are seeking a driven and dynamic investment professional to join our team, reporting directly to the designated Financial Advisor.

This role offers immense opportunity for growth and self-development within a rapidly expanding wealth management environment for candidates looking to establish a career in investment advisory services.

The ideal candidate will be responsible for delivering tailored investment advice to high net-worth individuals and families for long-term wealth accumulation and preservation.

  • Manage client relationships and deliver ongoing advice on portfolio performance
  • Identify opportunities for seminars, sponsorship, and other promotional activities to drive business generation
  • Effectively communicate with clients, banking relationships, and internal stakeholders
  • Maintain high standards of ethics and conduct while adhering to company processes, policies, and regulations

The successful candidate will have excellent communication skills, strong analytical abilities, and a deep understanding of market trends and technical competencies.

We are committed to providing a supportive and collaborative work environment that fosters personal and professional growth.

Please note that this is a highly sought-after opportunity, and we encourage applicants who are eager to make a meaningful contribution to our team's success.

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