Senior 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 / 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...

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...

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...

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...

About the RoleWe are seeking a highly skilled and experienced Senior Private Wealth Client Advisor Assistant Manager to join our team at United Overseas Bank Ltd. This is an exciting opportunity to work with a leading bank in Asia, with a global network of over 500 branches and offices across 19 countries and territories.About the DepartmentOur department is...

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...

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...

As a Senior Financial Planning Advisor with CareerVisors in Singapore, you will have the opportunity to work with individuals and businesses to provide personalized financial advice and tailored investment solutions.About UsCareerVisors is a leading financial services company based in Singapore that provides comprehensive financial planning, investment...

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 & 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...

Job SummaryAs a Senior Client Advisor at United Overseas Bank, you will be part of a team of highly trained financial professionals. Your primary responsibility will be to develop and grow our Privilege client relationships through the UOB Privilege Client Engagement Process. You will provide financial advisory services and appropriate financial and...

Data Science Senior Advisor Location: Singapore, SingaporeRemote Type: HybridTime Type: Full timePosted On: 2 Days AgoApplication Closing Date: 30 Sept 2024 In the rapidly moving Artificial Intelligence era, few spaces are moving faster than the AI-enabled PC. As a leading provider of world-class technology, we’re developing innovative approaches to...

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...

Senior Investment AdvisorWe are seeking a seasoned professional with extensive experience in the dynamic financial industry to join our team at Options Group.Key Responsibilities:Provide expert investment advice to clients, leveraging robust analytical skills and deep knowledge of securities, derivatives, and structured products.Develop and implement...

About United Overseas BankUnited Overseas Bank (UOB) is a leading bank in Asia with a global network of over 500 branches and offices across 19 countries.We operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand, as well as branches and offices.Our history spans more than 80 years, guided by values...

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...