Senior Wealth Advisor

5 days ago

Singapore beBeeWealth Full time

Wealth Strategist

Seeking an accomplished Wealth Strategist to develop bespoke financial solutions tailored to the needs of Ultra High-Net-Worth individuals.

The ideal candidate will possess a proven track record in managing and expanding client portfolios, with a deep understanding of philanthropic planning and wealth management strategies.

Key Responsibilities:

  • Develop and execute comprehensive financial plans that include investment strategies, risk management, and estate planning.
  • Create customized philanthropic strategies that reflect clients' values and ambitions.
  • Foster long-term relationships with UHNW clients, ensuring a smooth transition of existing book of business to our firm.
  • Maintain expertise in financial markets, tax regulations, and relevant legal matters.
  • Stay abreast of philanthropic trends and advise clients on socially responsible investments and impactful giving.

Required Skills and Qualifications:

  • Minimum 5+ years of experience in wealth management, financial planning, or private banking with UHNW clients.
  • Strong expertise in philanthropic advisory and charitable giving strategies.
  • A solid, transferable client base with UHNW clients.
  • Proven ability to develop and execute customized financial and philanthropic plans.
  • Excellent understanding of estate planning, tax optimization, and investment strategies.
  • Ability to maintain and grow strong relationships with UHNW individuals and their families.
  • Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or equivalent qualifications.
  • Exceptional interpersonal and communication skills with a high level of integrity.

Benefits:

  • Competitive remuneration package with performance-based incentives.
  • Access to an exclusive network of UHNW clients and philanthropic platforms.
  • Opportunities for professional growth within a dynamic, high-performing team.
  • Support from a dedicated team of experts in tax, legal, and philanthropic advisory.

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