Senior Wealth Advisor

4 days ago

Singapore beBeeInvestment Full time
Job Overview
A senior wealth advisor works closely with high-net-worth clients to understand their long-term financial goals, assess their risk tolerance, and develop tailored investment strategies. They provide expert advice on a wide range of financial products such as stocks, bonds, mutual funds, and structured products, and help clients build and manage diversified portfolios.
Key Responsibilities:
1. Client Investment Advisory: Conduct thorough financial analyses to assess clients' financial situations, risk profiles, and investment objectives. Design and recommend customized investment portfolios aligned to the client's profile and market conditions.
2. Portfolio Management: Execute trades, rebalance portfolios, and monitor investments on behalf of clients. Provide ongoing reviews, performance updates, and ensure portfolios stay aligned with clients' changing needs.
3. Market Intelligence: Stay updated with macroeconomic trends, global markets, and financial products to identify timely opportunities and risks.
4. Client Relationship Management: Build long-term relationships via regular communication, reviews, and advisory support. Serve as a trusted financial partner, maintaining high service standards.
5. Compliance & Internal Collaboration: Ensure strict adherence to regulatory standards and internal compliance policies. Work with internal teams to deliver a consistent client experience. Maintain proper documentation of client interactions and investment activities.
Ideal Candidate Profile
1. At least 10 years in wealth management, preferably with exposure to investment consulting or private banking.
2. Solid understanding of investment products (stocks, bonds, funds, structured products, etc.) and portfolio management techniques.
3. Strong ability to communicate with senior stakeholders, including those at the head office.
4. Holds relevant certifications and qualifications, such as CACS Paper 1 & 2, which is mandatory for client-facing roles in capital markets under MAS regulations.

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