Job Order: 613624
Senior Wealth Management Advisor Opportunity
Are you an accomplished professional passionate about elevating clients' financial journeys? Do you possess deep expertise in financial services and thrive in a leadership role where your insights shape client success? We have an exceptional opportunity tailored for you.
Key Responsibilities:
- Advanced Financial Consultation: Lead comprehensive financial analysis and advisory sessions, understanding complex client portfolios and crafting strategies that align with their wealth goals.
- Client Relationship Leadership: Build, maintain, and expand deep relationships with high-value clients, providing strategic advice on diverse financial products and services tailored to UHNW individuals.
- Strategic Business Development: Partner with senior management to design and implement targeted strategies that exceed sales and growth targets, fostering long-term client partnerships.
- Thought Leadership and Market Expertise: Stay ahead of market trends and provide clients with expert insights, focusing on both local and international financial climates.
- Mentorship and Guidance: Serve as a role model for junior relationship managers, sharing knowledge and fostering a culture of continuous development.
What We’re Looking For:
- At least 1-3 years of experience in relationship management within the wealth management and banking industry.
- Proven expertise in servicing UHNW clients and a deep understanding of wealth management products, investment strategies, and banking solutions.
- Strong strategic thinking and stakeholder management skills.
- Exceptional ability to navigate market shifts and provide client-centric advice.
Why Join Us?
Join a dynamic and collaborative team that values your experience and strategic input. This role offers the opportunity to influence key client relationships and advance your career within a supportive and growth-focused environment.
We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
