Current jobs related to Wealth Client Services Advisor - Singapore - RANDSTAD PTE. LIMITED

  • Client Investment Advisor

    1 month ago

    Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    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...

  • Wealth Management Advisor

    3 days ago

    Singapore BNP Paribas Wealth Management Full time

    Job Summary: We are seeking a highly skilled and experienced Wealth Management professional to join our team at BNP Paribas Wealth Management. As a key member of our team, you will be responsible for identifying, originating, developing, and maintaining client relationships on an advisory basis.Key Responsibilities:Client Relationship Management: Develop and...

  • Wealth Investment Advisor

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesWe are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.Why Join Us: Attractive Renumeration + Incentives Package Flexible Working Arrangements No working experience required Comprehensive on-job training is provided Central office location (2mins from MRT...

  • Client service officer

    2 hours ago

    Singapore Indosuez Wealth Management Full time

    Client Service Officer - Wealth Management M/F Business type Types of Jobs - Sales / Customer Service Job title Client Service Officer - Wealth Management M/F Contract type Permanent Contract Job summary As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO). His...

  • Wealth Management Specialist

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you!In this exciting role, you will play...

  • Senior Wealth Advisor

    2 weeks ago

    Singapore OCBC Bank Full time

    Key Responsibilities:As a Senior Wealth Advisor at OCBC Bank, you will be responsible for offering professional wealth advice to our Premier Banking customers. This involves engaging with our wealth specialists, sensing the pulse of the global economy, and providing appropriate financial solutions to achieve revenue targets.Key Accountabilities: Offer...

  • Analyst / Client Advisor

    2 months ago

    Singapore KAMET CAPITAL PARTNERS PTE. LTD. Full time

    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...

  • Investment Advisor/Counsellor

    4 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Job DescriptionJob Title: Investment Advisor/CounsellorCompany: Unicorn Advisor (HK) LimitedJob Summary:We are seeking an experienced Investment Advisor/Counsellor to join our team. The ideal candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.Key Responsibilities:Provide expert advice on...

  • Client Advisor Assistant

    1 week ago

    Singapore CONTINUUM ALPHA PTE. LTD. Full time

    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...

  • Client Relationship Advisor

    1 week ago

    Singapore BANK OF SINGAPORE LIMITED Full time

    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...

  • Senior Client Advisor

    4 weeks ago

    Singapore United Overseas Bank Full time

    About the RoleAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals dedicated to managing the wealth of high-net-worth individuals. Your primary responsibility will be to provide financial advisory services and develop tailored solutions to meet the needs of our affluent and high-net-worth...

  • Senior Wealth Advisor

    2 weeks ago

    Singapore OCBC Bank Full time

    Key Responsibilities:As a Senior Wealth Advisor at OCBC Bank, you will be part of the leading wealth solutions team in the industry, supported by a regional wealth panel. Your key responsibilities will include:Offer Professional Wealth Advice - You will engage with our wealth specialists, sensing the pulse of the global economy, and offer professional advice...

  • Investment Advisor/Counsellor

    4 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Job DescriptionJob Title: Investment Advisor/CounsellorCompany: Unicorn Advisor (HK) LimitedJob Summary:We are seeking an experienced Investment Advisor/Counsellor to join our team. The successful candidate will have a proven track record in investment advisory, portfolio management, brokerage, or institutional sales.Key Responsibilities:Provide expert...

  • Senior Client Advisor

    1 month ago

    Singapore United Overseas Bank Full time

    About the RoleAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals dedicated to managing the wealth of high-net-worth individuals. Your primary responsibility will be to provide financial advisory services and develop tailored solutions to meet the needs of our affluent and high-net-worth...

  • Wealth Management Professional

    1 month ago

    Singapore Ethos BeathChapman Full time

    Unlock Your Potential in Wealth ManagementAre you a seasoned Relationship Manager looking to elevate your career in wealth management? Do you have a proven track record of managing high-net-worth individuals (HNWI) and delivering tailored financial solutions? We are seeking a dynamic and ambitious professional to join our team as a Private Client Advisor -...

  • Wealth Management Professional

    3 weeks ago

    Singapore BNP Paribas Wealth Management Full time

    Job Title: Wealth ManagementBNP Paribas Wealth Management is seeking a skilled and experienced Wealth Management professional to join our team.Key Responsibilities:Develop and maintain strong relationships with high net worth clients, providing personalized wealth management solutions and advice.Manage client portfolios, ensuring alignment with their...

  • Investment Advisor/Counsellor

    3 weeks ago

    Singapore Unicorn Advisor (HK) Limited Full time

    Key ResponsibilitiesWe are seeking a highly experienced Investment Advisor/Counsellor to join our team at Unicorn Advisor (HK) Limited.As a key member of our team, you will be responsible for:Providing expert investment advice to high net worth individuals and institutional clientsManaging and growing client portfolios to achieve their financial...

  • Client Advisor, Financial Advisory

    4 months ago

    Singapore CNRST PTE. LTD. Full time

    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...

  • Senior Client Advisor

    1 month ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor (International), Private Wealth - Reserve Client Segment Posting Date: 25 Sep 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and...

  • Senior Client Advisor

    2 weeks ago

    Singapore United Overseas Bank Full time

    Senior Client Advisor (International), Private Wealth - Reserve Client Segment Posting Date: 24 Oct 2024 Location: Singapore (City Area), Singapore, SG, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and...

Wealth Client Services Advisor

2 months ago

Singapore RANDSTAD PTE. LIMITED Full time
Roles & Responsibilities

Our client, a reputable local bank, is seeking passionate individuals to join their dynamic team.


This role offers an excellent opportunity for career growth, even if you have no prior experience. Comprehensive training programs, a basic salary with monthly allowances, and an attractive incentives scheme are provided, along with excellent employment benefits.

Responsibilities:
  • Client Relationship Management: Build and nurture strong, long-lasting relationships with clients, acting as their trusted advisor.
  • Financial Planning: Conduct detailed financial planning discussions to understand clients' aspirations and objectives.
  • Personalized Wealth Management: Create tailored wealth management plans that align with clients' risk tolerance, timeframes, and financial goals.
  • Investment Advisory: Provide expert investment advice and recommend suitable financial products and services.
  • Clear Communication: Explain complex financial concepts to clients in a clear and concise manner.
Qualifications:
  • A Diploma in finance, economics, or a related field is advantageous.
  • No prior experience required; comprehensive training will be provided.
  • Strong analytical and problem-solving skills.
  • Exceptional interpersonal and communication abilities.

Apply now to have a confidential discussion.


Jaycee Lay (EA: 94C3609/ R23114633)


Tell employers what skills you have

Wealth Management
Audit and Compliance
Referrals
Aftersales
Regulatory Compliance
Service Management
Wealth Management Services
Financial Planning
Interpersonal Skills
Customer Relationships
Wealth Accumulation
Wealth
Customer Care
Compliance
Financial Analysis
Banking
Customer Satisfaction
Financial Advisory
Personal Development
Financial Services