Client Advisor

3 days ago

Singapore STELLARTALENTS ASIA PTE. LTD. Full time
Roles & Responsibilities

About the Company:

Our client is a leading wealth management and financial advisory firm, dedicated to providing personalized financial solutions to high-net-worth individuals, families, and businesses. They offer a wide range of services including investment management, retirement planning, estate planning, tax optimization, and more.


Reports To: Wealth Management Director/Branch Manager

Position Overview:

We are seeking a skilled and client-focused Client Advisor to join our wealth management team. As a Client Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing tailored advice and strategies to help them achieve those goals. You will play a crucial role in driving business growth by delivering exceptional service and leveraging a broad array of financial products and services.

Key Responsibilities:
  • Proactively manage and nurture relationships with high-net-worth individuals, families, and businesses, acting as their trusted advisor in all matters related to wealth management.
  • Conduct in-depth client consultations to understand their financial objectives and provide tailored strategies in areas such as investments, retirement, estate planning, tax efficiency, and risk management.
  • Present a wide range of investment options, manage portfolio allocations, and advise clients on suitable asset classes and risk profiles. Monitor performance and adjust strategies as needed.
  • Identify opportunities for new business and referrals through networking, client outreach, and marketing initiatives. Work to expand the client base through targeted sales efforts and relationship-building activities.
  • Ensure clients' satisfaction through timely follow-ups, regular portfolio reviews, and responsive support. Address and resolve any concerns or issues promptly.
  • Ensure compliance with regulatory standards and internal procedures. Keep detailed records of client interactions, meetings, and recommendations.
  • Work closely with other financial advisors, portfolio managers, and the back-office team to ensure seamless service delivery for clients.
  • Stay informed about the financial markets, industry trends, economic factors, and regulatory changes to offer the most up-to-date advice to clients.
  • Meet or exceed sales targets and performance metrics, contributing to the overall success of the firm.
Required Skills and Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Strong communication, interpersonal, and presentation skills.
  • Analytical, problem-solving, and negotiation skills.
  • Understanding of market trends, economic indicators, and global financial markets.
  • Demonstrates a strong commitment to understanding and addressing clients' needs with personalized solutions.
  • Pays attention to the finer details of clients’ financial plans, ensuring all aspects are accurately addressed.
  • Demonstrates a proactive, goal-oriented approach to achieving sales and client satisfaction targets.
  • Upholds the highest standards of professionalism, integrity, and confidentiality in all client interactions.
  • Able to think creatively and provide strategic solutions to complex financial challenges
Compensation:
  • Competitive Package and performance-based incentives.
  • Opportunities for career advancement and ongoing professional development.


Leo Tang Wei Hong

EA Licence No. 24C2245

Personnel Registration No. R21101082


Tell employers what skills you have

Negotiation
Wealth Management
Referrals
Tax
Investments
Wealth
Risk Management
Economics
Investment Management
Networking
Estate Planning
Presentation Skills
Retirement Planning
Financial Advisory
Retirement
Service Delivery

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