Client Advisor Assistant

**Client 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 delivering exceptional...

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**Job Purpose**: Deliver superior client experience through understanding, anticipating and executing client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day responsibilities...

As a client advisor assistant, you deliver superior client experience through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support to the client advisors. **Responsibilities**: - To assist the Relationship Manager in daily administrative and transaction work. - Provide prompt...

This is an outstanding opportunity for any aspiring Financial Advisor who aims to build their own financial advice business or join an already established wealth management practice. We are looking for like-minded, dedicated and driven young individuals with the correct values to serve people in the financial services industry to provide clients with...

Join to apply for the Client Advisor Assistant role at UOB . United Overseas

Assist the Client Advisor in daily administrative and transaction work - Client support in trade placement, onboarding, addressing client queries, etc. - To work closely with the relevant stakeholders to resolve any client inquiries or issues - Documentation support as required by the business, ensuring adherence to standard regulations and internal...

**Job Purpose**: Deliver superior client experience through understanding, anticipating and executing with accuracy client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day...

Direct message the job poster from Rockstead Capital The Client Advisor is responsible for managing and growing client relationships by providing tailored financial solutions. The role involves acquiring and maintaining a portfolio of clients, identifying business opportunities, and delivering exceptional service. The ideal candidate will have strong...

Harvest Advisors holds a Capital Markets Securities (CMS) licence and is regulated by the Monetary Authority of Singapore. We provide asset management services for institutional investors as well as private wealth management solutions for high-net worth investors in Asia. Our clients include sovereign wealth funds, financial institutions, listed companies,...