Client Advisor

1 day ago

Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full time

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, and family offices.

Harvest Advisors is affiliated to the Harvest Group. Set up in 1999, the Group is one of the first asset managers in China and currently one of the largest with assets under management of about USD 200 billion, employing more than 1,300 staff globally, with offices in China, Hong Kong, London, New York and Singapore.

With more than 300 investment professionals, the Group’s extensive research capabilities form the bedrock upon which it has built a wide range of investment strategies across active management of Chinese and Asian equities and fixed income, passive index strategies, private equity and real estate.

As part of our expansion, we are seeking self-starters to join us as Client Advisors.

Your opportunities:
- Leverage on the Group’s branding to create a strong value proposition for Accredited Investors.
- Extend our awarding winning asset management products and tailored private wealth services to clients.
- Participate in a competitive revenue sharing incentive plan with basic allowance and benefits.

Your attributes:

- Motivated, client focused and entrepreneurial, with strong client relationships in the accredited investors segment
- Sales or investment experience preferably in the financial services industry from priority/private banking or financial and wealth planning
- Resourceful with proven track record in sales management of overseas markets
- Excellent collaboration and communication skills
- Possess professional integrity
- Degree in a relevant field
- Fluency in Asian languages and English

Your Responsibilities:

- Acquire new client relationships and generate net new assets to grow a portfolio of High Net Worth clientele
- Responsible for all AML aspects of the client relationship, including KYC
- Develop, manage and maintain overall relationship with the client, providing a holistic client experience
- Provide assistance on suitable investment products and continuously satisfy the needs of each client, ensuring healthy and strong client relationships
- Work across various segments, channels and borders by leveraging upon good understanding and knowledge of wealth management services
- Actively support new business initiatives and contribute towards the development of the business

Additional information:

  • Client Relationship Manager

    1 day ago

    Singapore Alpha Advisor Full time

    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...

  • Client Advisor

    5 days ago

    Singapore Citi Full time

    Overview 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...

  • Client Advisor

    1 week ago

    Singapore Citi Full time

    Whether 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...

  • Client Relationship Executive

    5 days ago

    Singapore ProVision Wealth Advisor Full time

    Job 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...

  • Client Advisor

    1 week ago

    Singapore Burberry Full time

    **Client Advisor**: - Department: RETAIL OFFLINE - City: Singapore - Location: SG **INTRODUCTION**: At 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...

  • Client Advisor

    3 days ago

    Singapore Burberry Full time

    **Client Advisor**: - Department: RETAIL OFFLINE- City: Singapore- Location: SG**INTRODUCTION**: At 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...

  • Citigold Client Advisor

    1 week ago

    Singapore Citi Full time

    Citigold Client Advisor - C12 - Singapore Join to apply for the Citigold Client Advisor - C12 - Singapore role at Citi Citigold Client Advisor - C12 - Singapore 3 days ago Be among the first 25 applicants Join to apply for the Citigold Client Advisor - C12 - Singapore role at Citi Get AI-powered advice on this job and more exclusive features. ...

  • Client Advisors

    3 days ago

    Singapore Prime Asia Asset Management Pte. Ltd. Full time

    **Key Responsibilities**: We are looking for like minded people to join us on this journey to delivery more than wealth for our clients by leveraging on services and opportunities beyond the traditional banking platform. **Key Requirements**: - Must possess the entreprenuerial spirit - At least 5 years of Private Banking experience as an advisor - A...

  • Client Advisor

    2 weeks ago

    Singapore Burberry Full time

    At 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

    1 week ago

    Singapore Burberry Full time

    At 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...