Analyst / Client Advisor

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...

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...

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...

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 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...

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...

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 & 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 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...

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...

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...

Unlock Your Potential with Great Eastern - Modern AdvisorsAre you a talented and ambitious individual looking to take your career to the next level? Do you have a passion for helping others achieve their financial goals? We have an exciting opportunity for a Financial Consultant to join our team at Great Eastern - Modern Advisors.About UsGreat Eastern -...