Client Advisor
2 days ago
Deputy Director, Financial Advisory | Speaker | Budding Poet | Navigating clients thru financial planning & wealth management | Grow, protect &... Client acquisition through financial planning and advisory services. Able to advise and recommend solutions from more than 10 insurance providers, and 5 investment platforms, thus standing out from tied insurance agents. Able to refer to legal advisors and mortgage loan packages offered by various banks as a value-add to your advisory service. Self-motivated as well as team player, avid learner. New to industry as well as existing practitioners looking for a different, holistic platform are welcomeSeniority level Entry level Employment type Full-time Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Synergy Financial Advisers Ltd by 2x #J-18808-Ljbffr
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Client Relationship Executive
2 weeks ago
Singapore ProVision Wealth Advisor Full time $40,000 - $60,000 per yearJob Description:We're looking for driven individuals to join our team as Client Relationship Executive / Financial Consultants. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.Key Responsibilities:Understand clients'...
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Client Advisor
5 days ago
Singapore THE TALENT NETWORK PRIVATE LIMITED Full time**Our client, a Luxury Brand is seeking for a Client Advisor / Senior Client Advisor / Customer Service ( Retail Luxury ) - Salary up to $ 4,000.00 (Basic + Commission) + AWS + VB - Central area - 2 Openings **Requirements**: - Diploma holder / Nitec / O or N Level - **At least 1 to 2 years of working experience in Retail industry (perferably Luxury...
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Client Advisor Associate
1 week ago
Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full timeAs a Client Advisor Associate, you will work alongside senior Client Advisors in a client-facing support capacity, gaining hands-on experience in investment execution, portfolio administration, and day-to-day relationship management.Client Servicing and Administration Support Client Advisors and Team Heads with client onboarding, documentation, data entry,...
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Senior Client Advisor/ Client Advisor
3 days ago
Singapore BURBERRY (SINGAPORE) DISTRIBUTION COMPANY PTE LTD Full time**INTRODUCTION**: 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 iconic...
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Wealth Advisor
2 days ago
Singapore Mercor Full timeMercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients...
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Client Advisor
1 week ago
Singapore CATALYST WEALTH ADVISORY PTE. LTD. Full time**Company Description** We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth...
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Client Advisor
5 days ago
Singapore WRISE WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full timeThis position is responsible for advising and maintaining client relationships in the marketing function. **Responsibilities** - Develops and maintains client relationships - Responsible for achieving annual revenue targets and objectives - Trusted advisor who succeeds in maintaining a group of dedicated clients - Builds market share; able to enhance client...
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Citigold Client Advisor
6 days ago
Singapore Citi Full timeShape your Career with Citi At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the...
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Client Advisor
1 week ago
Singapore UBS Full timeSingapore - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 264395BR **City** - Singapore **Job Type** - Full Time **Your role** - Are you a dynamic 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? -...
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Client Advisor
7 days ago
Singapore Broctagon Fintech Group Full time**Job Summary** We are looking for a driven Client Advisor to add value to our clients’ businesses by providing the right advice and solutions. As a Client Advisor, you will also be the bridge between clients and the backend team to ensure successful delivery of solutions. **What we offer** - **Dress Code**: Be comfortable at work with smart casual...