Experienced Wealth Advisor

23 hours ago


Singapore beBeeWealth Full time

Job Title: Experienced Wealth Advisor

We are seeking a seasoned wealth advisor to join our team of professionals who provide tailored financial solutions to high-net-worth individuals.

About the Role:

The successful candidate will be responsible for managing client relationships, identifying new business opportunities, and delivering exceptional customer service.

Key Responsibilities:

  • Source and acquire new clients through proactive relationship-building and networking
  • Provide personalized investment and insurance solutions based on clients' needs and risk profiles
  • Drive Asset Under Management (AUM) growth and revenue generation through strategic partnerships and value-added services
  • Maintain strict compliance with regulatory requirements and audit guidelines

Requirements:

  • Bachelor's degree with at least 8 years of relevant experience in private banking or a related field
  • Proven track record of success in client acquisition and relationship management
  • Strong product knowledge and understanding of compliance regulations
  • Excellent communication and interpersonal skills, with ability to collaborate with cross-functional teams

Desirable Skills:

  • Wealth management and portfolio optimization
  • Client-centric approach and relationship-building
  • Financial analysis and planning
  • Compliance and regulatory expertise
  • Networking and partnership development


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