Client Advisor

6 hours ago


Singapore STELLARTALENTS ASIA PTE. LTD. Full time $3,500 - $7,000
About the Company:

Our client is a leading wealth management and financial advisory firm, dedicated to providing personalized financial solutions to high-net-worth individuals, families, and businesses. They offer a wide range of services including investment management, retirement planning, estate planning, tax optimization, and more.


Reports To: Wealth Management Director/Branch Manager

Position Overview:

We are seeking a skilled and client-focused Client Advisor to join our wealth management team. As a Client Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing tailored advice and strategies to help them achieve those goals. You will play a crucial role in driving business growth by delivering exceptional service and leveraging a broad array of financial products and services.

Key Responsibilities:
  • Proactively manage and nurture relationships with high-net-worth individuals, families, and businesses, acting as their trusted advisor in all matters related to wealth management.
  • Conduct in-depth client consultations to understand their financial objectives and provide tailored strategies in areas such as investments, retirement, estate planning, tax efficiency, and risk management.
  • Present a wide range of investment options, manage portfolio allocations, and advise clients on suitable asset classes and risk profiles. Monitor performance and adjust strategies as needed.
  • Identify opportunities for new business and referrals through networking, client outreach, and marketing initiatives. Work to expand the client base through targeted sales efforts and relationship-building activities.
  • Ensure clients' satisfaction through timely follow-ups, regular portfolio reviews, and responsive support. Address and resolve any concerns or issues promptly.
  • Ensure compliance with regulatory standards and internal procedures. Keep detailed records of client interactions, meetings, and recommendations.
  • Work closely with other financial advisors, portfolio managers, and the back-office team to ensure seamless service delivery for clients.
  • Stay informed about the financial markets, industry trends, economic factors, and regulatory changes to offer the most up-to-date advice to clients.
  • Meet or exceed sales targets and performance metrics, contributing to the overall success of the firm.
Required Skills and Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Strong communication, interpersonal, and presentation skills.
  • Analytical, problem-solving, and negotiation skills.
  • Understanding of market trends, economic indicators, and global financial markets.
  • Demonstrates a strong commitment to understanding and addressing clients' needs with personalized solutions.
  • Pays attention to the finer details of clients’ financial plans, ensuring all aspects are accurately addressed.
  • Demonstrates a proactive, goal-oriented approach to achieving sales and client satisfaction targets.
  • Upholds the highest standards of professionalism, integrity, and confidentiality in all client interactions.
  • Able to think creatively and provide strategic solutions to complex financial challenges
Compensation:
  • Competitive Package and performance-based incentives.Opportunities for career advancement and ongoing professional development.


Leo Tang Wei Hong

EA Licence No. 24C2245

Personnel Registration No. R21101082



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