Private Wealth Manager

2 days ago


Singapore beBeeWealthManager Full time

Job Opportunity: ">

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  • This role offers the chance to work in a fast-growing organization with a focus on Private Wealth Management. ">
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The successful candidate will be responsible for acquiring HNWI customers and providing wealth management solutions. They will also be expected to operate independently, have well-developed interpersonal skills, and contribute to the overall business strategy.

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Key Responsibilities:

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  • To have an existing portfolio of UHNWI and HNWI clients. ">
  • Extensive experience within private banking, private wealth offices, and investment boutiques. ">
  • Knowledge of Investment Advisory and Management, Consolidated Portfolio Reporting, Financial planning. ">
  • Day-to-day activities include Market Development, Meeting People, and building a network of HNWI clients. ">
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Requirements:

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  • At least years of wealth management experience in Australia and Singapore. ">
  • Extensive experience in Relationship Management and private banking. ">
  • Dynamic, resourceful, and highly achievement-oriented. ">
  • Strong knowledge of financial products and services, with a good understanding of how economic events impact global markets. ">
  • Good understanding of compliance and regulatory requirements of all products. ">
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Benefits:

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  • Dedication and discretion are highly essential. ">
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