Client Advisor

2 weeks ago

Singapore WRISE WEALTH MANAGEMENT (SINGAPORE) PTE. LTD. Full time

This position is responsible for advising and maintaining client relationships in the marketing function.

**Responsibilities**
- Develops and maintains client relationships
- Responsible for achieving annual revenue targets and objectives
- Trusted advisor who succeeds in maintaining a group of dedicated clients
- Builds market share; able to enhance client asset size over time
- Fully competent in advising clients on investment products and services
- Actively involved in new business developments; able to anticipate and capitalize on business

opportunities
- Keeps up to date with products and services; may give input for new product development
- Starts to build networks with other businesses and 3rd parties
- Supervises and monitors delegated tasks for quality assurance to meet Client servicing needs

**Requirements**:

- At least 5-8 years’ experience
- Excellent interpersonal, communication and client interfacing skills
- Bachelor’s degree from reputable institutions
- Strong understanding of financial products and services
- Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient
- CACS certified.
- To liaise with Japanese clients. Knowledge of Japanese and English (written and verbal) is essential.

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