Private Wealth Manager

1 day ago

Singapore beBeeWealth Full time

Private Wealth Manager Opportunity

An exciting and challenging role has emerged within a rapidly expanding Private Wealth Management organization.

The company is seeking an experienced, highly motivated and ambitious Private Wealth Manager to join their team.

The ideal candidate will have extensive experience in private banking, investment boutiques, and wealth management products and services.

The key focus areas for this organization include acquiring HNWI customers and providing wealth management solutions.

The successful candidate will be entrusted with the task of building a portfolio that comprises UHNWI and HNWI, as well as managing day-to-day activities such as market development, meeting people, and building a network of HNWI.

Key Responsibilities:

  • Acquire HNWI customers and provide wealth management solutions
  • Manage a portfolio comprising UHNWI and HNWI
  • Develop and implement strategies for market growth and expansion
  • Built and maintain relationships with clients and stakeholders
  • Stay up-to-date with industry trends and developments

Requirements:

  • At least 5 years of experience in wealth management, private banking, or a related field
  • Extensive knowledge of financial products and services, including investment advisory and management, consolidated portfolio reporting, and financial planning
  • Demonstrated ability to work independently and as part of a team
  • Strong communication and interpersonal skills
  • Good understanding of compliance and regulatory requirements

Benefits:

  • A dynamic and supportive work environment

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