Client Advisor
13 hours ago
2 days ago Be among the first 25 applicants Direct message the job poster from Catalyst Wealth Advisory Client Services | Front Office Generalist | Sturdy Parent 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 products for our clients. Role Description This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments; Meeting with clients to conduct KYC and fact finding to determine their financial objectives, risk tolerance, income, expenses and assets. Offering strategic advice on products and services, such as investments, insurance coverage and estate planning tools. Implement and/ or diversify their investment portfolio with stocks, bonds , unit trusts etc Performing market research to stay current with financial trends Preparing financial documents, such as income projections and investment reports Maintaining compliance with all rules and regulations in the financial industry Identifying and pursuing potential clients to maintain a strong client base Working amongst like-minded professionals Attractive and transparent compensation packages Supportive and vibrant environment Requirements Is an active representative registered with the Monetary Authority of Singapore Experience in retirement planning and financial advisory Good knowledge of investments and markets Strong analytical and problem-solving skills Excellent communication and interpersonal abilities #J-18808-Ljbffr
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Client Advisor
4 days ago
Singapore Citi Full timeOverview The Citigold Private Client (CPC) Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the CPC Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment...
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Client Advisor
4 days ago
Singapore Citi Full timeWhether you're at the start of your career or looking to discover your next adventure, your story begins here. 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...
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Client Advisor
4 days ago
Singapore Burberry Full timeAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an environment...
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Client Advisor
2 days ago
Singapore Burberry Full timeAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.- We aim to provide an environment...
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Client Advisor Associate
4 days 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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Client Advisor
4 days ago
Singapore Burberry Full timeAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.- We aim to provide an environment...
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Senior Client Advisor
6 days ago
Singapore UOB Full timeOverview Senior Client Advisor at UOB Join to apply for the Senior Client Advisor role at UOB. Get AI-powered advice on this job and more exclusive features. About UOB United Overseas
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Client Advisors
2 days ago
Singapore Autocars Premium Full timeClient Advisor Job Duties: - Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options. - Sells products by establishing contact and developing relationships with prospects; recommending solutions. - Maintains relationships with clients by providing support, information,...
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Client Advisor
2 days ago
Singapore TETSUJIN ASSET MANAGEMENT PTE. LTD. Full timeWe are a newly setup Multi Family Office, whereby we believe employees are our greatest assets. We strive to provide a workplace that embraces a diverse yet inclusive corporate culture and encourages personal development so as to nurture the potential of employees, hence creating true values and provide better support for our clients. We adhere to the...
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Client Advisor
4 days ago
Singapore Officine Panerai Full timeReference Code: 99026**Client Advisor**: - Singapore, 01, SG- PermanentFounded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and function. Protected by military secrets, these creations were only launched in the...
