High Net Worth

1 week ago

Singapore Ambition Full time

**Key Responsibilities: -**
- Advise HNW clients on tax related queries for company's issued insurance products.
- Responsible for the experience and speed of inception of HNW cases and driving HNW related sales targets.
- Actively engage the agency to develop new customer segments such as offshore for them to reach the HNW segment goals.
- Plan and organize the onboarding, training, and ongoing engagements with the Private Client Advisers
- Work with HNW customer segment team on vendors to provide Value Added Services (VAS) for the HNW segment.
- Launch, track and drive HNW sales through specific incentives or campaigns
- LLB (Bachelor of Law) or Bachelor of Accounting degree
- 6-8 work experience as a private wealth tax counsel in one of the established law / accounting firms.
- Good grasp of private wealth / foreign life insurance tax treatment matters for jurisdictions such as Malaysia, Indonesia, Thailand and China.
- Excellent verbal and written communication skills, highly developed interpersonal skills - individual, group, written.
- Strong organizational influencing / development traits
- Works well in a dynamic environment.
- Design focused, analytical, resourceful, independent, driven and hands-on with a high level of commitment to delivering.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.

LI-CP1

  • High Net Worth Advisor

    8 hours ago

    Singapore beBeeWealth Full time $200,000 - $250,000

    Job Title: Strategic Wealth AdvisorOverview: We are seeking an experienced wealth advisor to join our team. As a strategic wealth advisor, you will be responsible for delivering comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.Responsibilities:Strategic Wealth Management: Develop and implement...

  • High Net Worth Specialist

    5 days ago

    Singapore beBeeManager Full time

    About the RoleAs a key team member, you will be responsible for managing all high net worth submissions assessed by our department.You will ensure quality and turnaround time targets are met, with a focus on delivering excellent results.Key ResponsibilitiesProcess all high net worth submissions efficiently and accurately.Verify completeness and accuracy of...

  • High Net Worth Portfolio Manager

    3 days ago

    Singapore beBeeStrategist Full time $80,000 - $120,000

    Job Title:A Portfolio StrategistJob Description:As a high net worth wealth manager, you will play a pivotal role in our team. Key Responsibilities: Identify and target potential ultra high net worth clients who align with our client profile.Develop and execute innovative strategies to acquire new ultra high net worth clients, expanding our client base.Build...

  • High Net Worth Financial Advisor

    1 week ago

    Singapore beBeeWealth Full time

    Wealth Management Specialist Job Description Job Purpose: Responsible for managing and growing clients' wealth through optimization of risk, return, and liquidity.Our team is looking for a skilled Wealth Management Specialist to join our ranks. As a key member of our team, you will be responsible for providing top-notch financial advice and guidance to...

  • High Net-worth Senior Underwriter

    5 days ago

    Singapore Hays Full time

    **Your new company** This leading Life Insurance business is currently hiring for a High Net Worth Underwriter to grow their business with a focus on high net worth products. **Your new role** **What you'll need to succeed** You will have at least 8-10 years of strong experience in Underwriting a profitable book across Life, Disability, Critical Illness,...

  • High Net Worth Financial Specialist

    4 hours ago

    Singapore beBeeFinancial Full time $150,000 - $200,000

    Private Client Advisor RoleThe Citigold Private Client Advisor is a trusted partner for high-net-worth individuals, offering bespoke wealth management guidance and sophisticated financial solutions.This strategic role involves proactively anticipating client needs, crafting personalized strategies that include investment management, advanced planning, and...

  • High Net Worth Financial Advisor

    2 hours ago

    Singapore beBeeWealth Full time $150,000 - $200,000

    As a strategic partner for high-net-worth individuals, you will deliver comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, you will proactively anticipate client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex...

  • Director (High Net Worth)

    6 days ago

    Singapore DINERS CLUB (SINGAPORE) PRIVATE LIMITED Full time

    Job Requirements Business Development - Increase the net revenue of clients in the core product areas on an annual basis - Develop sales and marketing strategies aimed at increasing revenue and acquiring new clients in different industries - Prospecting - generating leads and developing prospects; networking to identify new clients/prospects - Prospects...

  • High Net Worth Financial Advisor

    3 days ago

    Singapore beBeePrivateBanker Full time $80,000 - $120,000

    Senior Private Banker Job DescriptionWe are seeking a highly skilled and experienced Senior Private Banker to join our team. This is an exciting opportunity to work with high net worth individuals and families, providing personalized financial solutions and building long-term relationships.About the RoleThe successful candidate will be responsible...

  • High Net Worth Client Manager

    5 days ago

    Singapore beBeeCustomerService Full time

    Key Roles and ResponsibilitiesDemonstrate exceptional customer service by adhering to the bank's standards.Play a crucial role in delivering a seamless banking experience to personal and small business customers.Responsibilities:Provide Relationship Management services to High Net Worth clients within the Premier Banking segment of the Customer Service...