Financial Advisor for High Net Worth Clients

1 week ago

Singapore beBeeFinancial Full time

We are seeking a driven individual to excel in the role of Financial Advisor, focused on providing tailored financial solutions to high net worth clients.

About the Role:

As a key member of our Retail function, you will provide expert financial advisory services, meeting the complex financial planning needs of our discerning clients.

  • Develop and deepen relationships with assigned high net worth clients
  • Provide prudent financial guidance and investment advice to meet client objectives
  • Ensure compliance with internal policies, business processes, and regulatory requirements

Requirements:

To succeed in this role, you must possess:

  • A recognised university degree
  • Results-oriented, dynamic, and self-driven professional
  • Competent in engaging and managing high net worth clients
  • Proven ability to achieve sales targets
  • Resourceful and able to work with minimal supervision

About Us:

Our company provides an extensive range of products and services empowering customers to enjoy greater banking convenience while extracting more value from their money. We promote healthy saving and investment practices across generations.

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