Assistant Client Advisor

4 weeks ago

Singapore GYK TALENSYNC PTE. LTD. Full time
Roles & Responsibilities

Our client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors to support their expanding team.

If you are an experienced Assistant Client Advisor looking for a change and a company with a strong culture for learning and growth, drop us your resume for a confidential discussion

Role and Responsibilities
  • Support the team of Client Advisors in developing, managing, and retaining existing Ultra High Net Worth (UHNW) client relationships by delivering exceptional wealth management services.
  • Collaborate closely with the Investment Portfolio Management team to provide customized and comprehensive investment solutions and financial planning portfolios for UHNW clients.
  • Respond promptly to all client queries and instructions; monitor transactions and activities in client accounts to ensure timely and accurate resolutions.
  • Maintain accurate client data and reports, and handle all administrative duties with efficiency and precision.
  • Work with other departments to ensure a seamless and efficient client resolution experience.
  • Ensure that all activities are conducted within the regulatory framework and adhere to the company's internal policies and procedures.
Qualifications/ Skills
  • Minimum of a bachelor's degree from an accredited college or university.
  • 3-4 years of experience in the private banking or wealth management industry preferred.
  • Preferably CACS certified (Module 1 & 2)
  • Excellent interpersonal and communication skills
  • Able to work independently and collaboratively within a team
  • Strong coordination and organizational capabilities

Fresh graduates or candidates who are keen to learn may be considered for a junior level role.

Next Step:

Please submit your updated resume by clicking the QUICK APPLY button.

Only shortlisted applicants will be contacted.

Seah Mei Lan

Registration Number: R21103561

GYK TalenSync Pte Ltd

EA License No: 23C1806

Tell employers what skills you have

Wealth Management
Wealth Management Services
Interpersonal Skills
Relationship Management
Private Banking
Financial Analysis
Communication Skills
Team Player
Customer Service
KYC
Able To Work Independently

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