Senior Wealth Strategist

1 week ago

Singapore beBeeWealth Full time

As a Financial Relationship Manager, you will play a pivotal role in cultivating and strengthening customer relationships by providing expert financial analysis and delivering bespoke wealth management solutions.

Key Responsibilities

  • Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives.
  • Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
  • Promote and offer a diverse range of banking services to existing and prospective clients, including structured notes, FX trades, bonds, and more.
  • Provide expert financial analysis and deliver tailored wealth management solutions, including bancassurance, loans, and investment products.
  • Actively engage in branch activities to contribute to the overall success of the organization.

Requirements

  • Preferably hold a local diploma in any discipline.
  • Have at least 1 year of sales experience in a wealth management role within the financial industry.
  • Be very keen on a sales-fronting role.
  • Possess excellent communication and interpersonal skills to build strong client relationships.

Wealth Management Expertise

  • Financial Analysis
  • Business Development
  • Trend Analysis
  • Customer Relationships
  • Loans
  • Investment Products
  • Structured Notes
  • FX Trades
  • Bonds
  • Banking Services

  • Senior Wealth Strategist

    6 days ago

    Singapore beBeeWealth Full time $4,000

    Job Title: Senior Wealth StrategistWealth Management professionals are in high demand. We're seeking a talented and ambitious individual to join our team as a Senior Wealth Strategist.

  • Senior Wealth Strategist

    1 week ago

    Singapore beBeeInvestment Full time $80,000 - $120,000

    Job Title: Senior Wealth StrategistA senior wealth strategist is sought after to spearhead the delivery of premium wealth management services to high-net-worth individuals.This position involves cultivating strong client relationships, crafting personalized financial blueprints, and ensuring long-term prosperity and security for future generations.Key...

  • Wealth Strategist

    3 days ago

    Singapore beBeeWealthStrategist Full time $80,000 - $120,000

    Job Title: Wealth StrategistJob DescriptionA Wealth Strategist plays a pivotal role in helping clients achieve their financial objectives by providing tailored advice and solutions. Their expertise enables clients to make informed decisions about managing and growing their wealth.Key Responsibilities:Assess clients' financial goals, risk tolerance, and...

  • Digital Strategist, Wealth Services

    1 week ago

    Singapore TENTEN Partners Pte. Ltd. Full time

    **Digital Strategist - Wealth Services**: A fantastic opportunity has opened up with a global financial institution is seeking a skilled Digital Strategist who will be integral in shaping and influencing the transformation roadmap of their wealth management strategy. This role comes with a strong career trajectory within the...

  • Senior Wealth Advisory Strategist

    2 weeks ago

    Singapore OCBC Full time

    Overview Join to apply for the Senior Wealth Advisory Strategist role at OCBC . Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning and...

  • Senior Wealth Advisory Strategist

    23 hours ago

    Singapore OCBC Full time

    Overview Join to apply for the Senior Wealth Advisory Strategist role at OCBC . Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning...

  • Wealth Strategist

    1 week ago

    Singapore beBeeInvestment Full time $80,000 - $120,000

    Job Title: Wealth Strategist We are seeking a highly skilled and motivated individual to join our team as a Wealth Strategist. Key Responsibilities: Asset Management: Build strong relationships with clients, provide exceptional customer service, and actively engage in cross-selling and upselling financial products. Product Expertise: Stay up-to-date...

  • Wealth Product Strategist

    6 days ago

    Singapore beBeeProductivity Full time $80,000 - $120,000

    Job Title:Wealth Product Strategist

  • Senior Wealth Advisory Strategist

    2 weeks ago

    Singapore OCBC Full time

    Overview Join to apply for the Senior Wealth Advisory Strategist role at OCBC . Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning and...

  • Elite Wealth Strategist

    1 week ago

    Singapore beBeeWealth Full time $80,000 - $120,000

    Job Title: Elite Wealth StrategistAs an elite wealth strategist, you will be responsible for cultivating strong relationships with ultra-high-net-worth individuals and families to provide tailored wealth management services that align with their financial and legacy goals.Key Responsibilities:Develop customized philanthropic strategies that reflect clients'...