Client Advisor
3 days ago
Are you a private banker or relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
We're looking for a Client Advisor to:
• build, establish and grow client relationships including with financial intermediaries (external asset managers)
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• have a plan to develop the client book with measurable outcomes
• keep accurate and up-to-date records on client investor profiles
• take a strategic view of clients' investments and closely monitor their portfolio quality
• comply with all regulations, policies and standards to be in line with our risk management culture
Your team :
You'll be working in the Global Wealth Management team in Singapore. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a Client Advisor, you'll play an important role in helping us stay a global leader in wealth management.
Your expertise :
• proven experience in private banking, relationship management, asset gathering and investments, ideally 5 or more years working in a client-facing role
• must be familiar with the Singapore regulatory framework
• firm grasp of Asia Pacific financial markets and regulatory frameworks
• ability to build strong client networks, with an entrepreneurial mind-set
• resilient team player and truly service oriented
• aptitude for digitization and technology
• excellent communicator in English. Additional languages including Mandarin, Cantonese are advantageous to support the client base
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