Client Advisor Assistant

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...

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...

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...

Key ResponsibilitiesAs a seasoned investment advisor/counsellor, you will be responsible for providing expert advice on investment strategies and portfolio management to high net worth individuals and institutional clients.Key Skills:Proven track record in investment advisory and portfolio managementExtensive knowledge of private banking business, including...

INTRODUCTION At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.    We aim to...

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...

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. ...

Roles & ResponsibilitiesClient Advisor / Senior Client Advisor (Luxury Retail) Permanent role Basic salary + commissions Work location: Taka / MBSThe Client Luxury RetailThe Opportunity Provide excellent and specialized customer service by creating emotionally enriched relationships with clients Develop and nurture meaningful and loyal client...

We are looking for a Client Advisor to join our Maison to be a star player to the team and effectively contribute to the success of our brand. If you have a heart for luxury jewellery and passionate about serving people, we welcome you to apply now!   HOW WILL YOU MAKE AN IMPACT? As an Ambassador of the Maison, you are responsible for creating a...

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...

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...

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...

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...

Assistant VP / Manager, Client Advisor Assistant, Private Bank Posting Date: 3 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 territories in Asia...

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...

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...

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 & ResponsibilitiesJob Responsibilities Delivers superior client experience through understanding, anticipating, and executing client’s transactionsandproviding excellent administrative and organizational support to Private Bankers (Senior Client Advisor/MarketHead/Senior Team Lead)Prompt and accurate processing of clients banking and...

About the RoleThe Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory...