Expert Financial Solutions Provider

1 week ago

Singapore beBeeWealth Full time

About the Role

The Client Portfolio Manager is responsible for managing and growing a portfolio of high-net-worth clients by delivering personalized financial solutions, wealth management services, and exceptional relationship management.

Key Responsibilities:

  • Develop strong relationships with high-net-worth clients to understand their financial goals and offer tailored banking and investment solutions.

  • Grow the priority banking portfolio by acquiring new clients through referrals, marketing activities, and personal networks.

  • Provide comprehensive financial advice on wealth management, insurance, deposits, and investment products.

  • Conduct regular portfolio reviews and financial needs analysis to identify cross-selling opportunities.

  • Collaborate with product specialists to deliver holistic financial solutions.

  • Ensure all client interactions and transactions comply with regulatory guidelines, internal policies, and risk frameworks.

  • Monitor market trends and economic developments to proactively provide relevant insights and recommendations to clients.

  • Meet individual sales targets and contribute to the branch's overall performance goals.

Requirements:

  • Bachelor's degree in Finance, Business, Banking, or related field.

  • Minimum 3–5 years of experience in wealth management, priority/premier banking, or relationship management.

  • Strong knowledge of banking products, financial planning, investments, and insurance.

  • Excellent interpersonal and communication skills with a client-centric mindset.

  • Relevant CMFAS certifications

  • Proven track record in achieving sales and client retention targets.

About You

We are looking for a results-driven professional with a passion for delivering exceptional client experiences. If you have a strong understanding of banking products and a proven ability to build and maintain relationships, we encourage you to apply.

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