Client Advisor

About the RoleThe Senior Client Advisor will be responsible for providing top-quality services to Personal and Business Banking customers, improving portfolio coverage through referrals of wealth and deposit products, including mortgage.Key ResponsibilitiesProvide timely and efficient support to the Senior Client Advisor in account opening/closing and other...

Roles & ResponsibilitiesClient Advisor Assistant (CAA)Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisors/Client Partners.Primary Responsibilities Support Client Advisors/Client Partners in...

Job Summary As a Strategic Client Advisor at Bank of Singapore, you will be responsible for developing and maintaining client relationships in the marketing function. This role requires a strong understanding of client needs and a ability to provide tailored solutions to drive business growth. Main Responsibilities • Develop and maintain strong...

Department: Retail Location: SG Born from innovation, Burberry is a global luxury brand with a rich British heritage. Founded in 1856, our brand is underpinned by our founder’s passion for the outdoors. Thomas Burberry invented the innovative rain-ready fabric gabardine to protect explorers from the elements. In doing so, he created the foundation for the...

Roles & ResponsibilitiesResponsibilities Liaison between the firm and client, acting as the investment representative or Advisor for clients. Understanding each client's wealth objectives and investment requirements Tailoring curated investment solutions and strategies to meet clients’ investment objectives, ensuring that solutions are suitable for...

About United Overseas BankUnited Overseas Bank Limited (UOB) is a leading bank in Asia with a strong presence in 19 countries and territories. Our history spans over 80 years and has been guided by our core values of Honorable, Enterprising, United and Committed. We strive to build long-term relationships with our customers and colleagues through our...

Roles & ResponsibilitiesOverviewThis position is responsible for nurturing and maintaining strong client relationships in the marketing function.Main DutiesBuilds and maintains client relationships.Responsible for achieving annual revenue targets.Trusted advisor who succeeds in maintaining a group of dedicated clients.Develops market share and enhances...

Roles & ResponsibilitiesKey Responsibilities: Prepare and draft client proposals and presentations for prospective clients. Conduct and manage the entire client onboarding proces; ensuring all documentation is complete and accurate, prepare onboarding documents, risks and business profiles and coordinating with internal departments such as compliance. ...

Job SummaryWe are seeking a seasoned professional to lead our client advisory team as a Manager. This is an excellent opportunity for individuals with a strong background in financial services and management experience to join United Overseas Bank.About the RoleThe successful candidate will be responsible for leading a team of client advisors to provide...

Roles & ResponsibilitiesJob Description & RequirementsTaurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment...

As a Financial Advisor for UHNI clients, you will provide personalized financial guidance and advice to high net worth individuals. Your responsibilities will include reviewing clients' current financial positions, existing investments, income sources, and expenses. You will also monitor portfolio performance, rebalancing asset allocations as needed, and...

About the RoleWe are seeking a highly skilled Senior Client Advisor Assistant to join our Private Wealth team at United Overseas Bank Limited. As a key member of our team, you will be responsible for providing exceptional client service and developing strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized service to...

About the RoleThe Client Advisor, Privilege Banking role provides financial advisory services to affluent and high net worth clients in Singapore. The successful candidate will be part of a select group of highly trained financial professionals, trained in the UOB Privilege Client Engagement Process, and will be responsible for developing and growing our...

As a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the bottom-line of...

Strategic Client Advisor LeadAbout United Overseas BankUnited Overseas Bank Limited is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories.We operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand. Our history spans over 80 years, guided...

About UOBUnited Overseas Bank Limited is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories.Key Responsibilities:Support high net worth clients as a Senior Client Advisor.Develop and implement strategies to enhance client relationships and loyalty.About the Department:The department is...

As a Client Advisor with Premier Private Client, your roles & responsibilities will include : Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment (AUM S$1 million & above). Develop and strengthen their relationships with the Bank in accordance with relevant business goals. Contribute to the...

We are seeking a seasoned investment professional to join our team at Unicorn Advisor (HK) Limited. The ideal candidate will have a proven track record in investment advisory, with extensive experience in portfolio management, brokerage, and institutional sales.Key responsibilities will include:Providing expert advice on investment strategies and portfolio...

Roles & ResponsibilitiesClient Advisor, Financial AdvisoryCornerstone is Singapore’s premier Independent Financial Advisory and Exempt General Insurance Broker with over nearly 30 years of experience.A reputed leading omni-channel advisory, we offer financial advisory, corporate risk solutioning and private wealth management services.Being Independent, we...

Independent Financial Advisor- SingaporeCompetitive Package- Self EmployedJob Advertisement:Independent Financial Advisor for Leading Wealth Management Firm in SingaporeWe are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Singapore. As an Independent...