Assistant Client Advisor
4 days ago
Client Advisor – Global Family & Institutional Wealth Helicap is looking for an ambitious candidate to contribute significantly to the Sales team. You will work closely with our sales, product and investment teams, and the goal is to manage our client relationships with institutional and HNWI investors globally. The role is special – you will report directly to the Director of Sales and the CEO of Helicap Securities. Key Responsibilities Ensure superior client service to contribute to the overall investor experience with Helicap. Maintain, analyse, and enhance client data and conversions. Support and execute new business development initiatives globally. Provide excellent administrative support to the Sales and Marketing team. Preparation of marketing decks, presentation materials, DDQs and memorandums. Manage the workflow and assist with the enhancement and user experience of Helicap's investor portal platform, Plan and coordinate investor events for client engagement. Skill Sets and Requirements Education – Bachelor's degree in Business or Finance related discipline. Experience – At least 3 years of working experience in the wealth management industry. Excellent interpersonal, communication and client interfacing skills. Meticulous, strong attention to detail. Self‐motivated, passionate and a good team player. Ability to thrive in a fast‐paced environment and remain empathetic, passionate and resilient. Love a fast‐paced work environment with close relationships with co‐workers. Prior experience in a FinTech lending platform performing sales and business development is a bonus. Seniority Level Associate Employment Type Full‐time Job Function Sales, Customer Service, and Finance Location Singapore, Singapore Referrals increase your chances of interviewing at Helicap by 2x #J-18808-Ljbffr
-
Assistant Client Advisor
2 days ago
Singapore GYK TALENSYNC PTE. LTD. Full timeOur client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors to support their...
-
Assistant Client Advisor
2 weeks ago
Singapore GYK TALENSYNC PTE. LTD. Full time $80,000 - $120,000 per yearOur client is an Independent Asset Manager to institutional investors and private clients, with headquarters in Singapore. Their wealth management business serves ultra-high net worth individuals, families and family offices across their investment, estate, tax, and philanthropic needs. They are looking for Assistant Client Advisors to support their...
-
Premier Private Client
2 weeks ago
Singapore OCBC Bank Full time**Premier Private Client - Client Advisor Assistant** **-** **(**240001AS**)** - You will assist the Client Advisors to develop, grow and manage long-term relationships with Premier Private Client (PPC) customers through professional operational and administrative support. **Qualifications** - You will ensure superior customer service thereby contributing...
-
Client Advisor
1 week ago
Singapore Jaeger-LeCoultre Full time5 days ago Be among the first 25 applicants CLIENT ADVISOR HOW ARE YOU MAKING AN IMPACT?As an Ambassador of the Maison, you curate unforgettable and personalized experiences. You are dedicated to building lasting relationships with clients, contributing to the boutique's success. WHAT ARE YOUR KEY RESPONSIBILITIES?Commercial Target Achieve and exceed...
-
Client Advisor
1 week 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...
-
Client Advisor
1 week 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...
-
Client Advisor
2 weeks 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...
-
Client Advisor Assistant, Private Banking
2 days ago
Singapore UOB Full timeOverview Join to apply for the Client Advisor Assistant (PCG)role at UOB . Get AI-powered advice on this job and more exclusive features. About UOB United Overseas
-
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,...
-
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...
