SENIOR CLIENT ADVISOR (JAPAN)

RED BEACON ASSET MANAGEMENT PTE. LTD.

Singapore, Singapore
Not specified (potentially hybrid or onsite based on location)
High-net-worth client relationship management
Investment portfolio advisory and strategy
Financial goals and risk appetite assessment
Red Beacon Asset Management Pte. Ltd. is seeking a Senior Client Advisor to manage high-net-worth and ultra-high-net-worth client portfolios in Singapore. The role focuses on building trust-based relationships, providing tailored investment advisory, and collaborating with internal teams to deliver comprehensive financial solutions

Job Summary

  • Serve as the primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth clients.
  • Provide tailored advisory on investment products, wealth planning, and portfolio strategies based on client needs.
  • Collaborate with internal teams to deliver holistic solutions while ensuring full regulatory compliance.

Matching Summary

Match Score: 85

Red Beacon Asset Management Pte. Ltd. is seeking a Senior Client Advisor to manage high-net-worth and ultra-high-net-worth client portfolios in Singapore. The role focuses on building trust-based relationships, providing tailored investment advisory, and collaborating with internal teams to deliver comprehensive financial solutions.

Skills & Requirements

Must-have

  • High-net-worth client relationship management
  • Investment portfolio advisory and strategy
  • Financial goals and risk appetite assessment

Nice-to-have

  • Cross-selling and upselling financial products
  • Mentoring junior advisors
  • Holistic wealth planning solutions

Key Requirements

  • Experience with HNW/UHNW client portfolios
  • Knowledge of investment products and wealth planning
  • Understanding of regulatory compliance requirements

Work Rights

Not specified

Tailored Resume

Cover Letter