Client Advisor

1 week ago

Singapore Financial Alliance Pte Ltd Full time

Financial Alliance is Singapore's largest, leading and award-winning Independent Financial Advisory Firm. We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Our wide range of wealth management and financial planning solutions is second to none. Our entire team shares a pro-client outlook, and our corporate infrastructure is designed to reflect this.

We are currently expanding our high net worth client offering and are looking for established Priority Bankers/Private Bankers/Relationship Managers/Client Advisors/Investment Consultant/Product Specialists with an existing book of clients to join our Independent Asset Management unit. We are looking for independently minded bankers seeking to establish their own business outside of the banking environment while offering their clients the highest levels of service.

**Requirements**:

- At least 5 years of banking experience as either banker, investment consultant or product specialist and has an established network of individual HNW clientele (AI clients)
- Track record in asset development, asset growth and revenue generation
- Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio
- Has high standards of professional integrity
- Understand clients’ background and drive the Know Your Customer due diligence as a first line of defence, to fulfil related compliance and internal requirements

**Scope and responsibilities**:

- Must obtain and maintain necessary MAS licenses and CPD requirements (CACS, RNF and MAS certification)
- Ensure that all transactions/activities affecting banking and customer interactions are undertaken within the regulatory/ legal boundaries and framework
- Ensure that the company's policies and procedures are adhered to
- Educate clients about investment options and potential risks when recommending investments

**What We Offer**:

- Platform with comprehensive solutions to meet clients’ different needs;
- Commission based
- Flexibility to balance work and life.

**Job Types**: Full-time, Permanent

**Salary**: $3,000.00 - $5,000.00 per month

**Benefits**:

- Flexible schedule

Schedule:

- Flexible hours
- Monday to Friday

  • Client Advisor

    4 weeks ago

    Singapore Rockstead Capital Full time

    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...

  • Client Advisor

    3 days 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 Advisor

    2 weeks ago

    Singapore THE TALENT NETWORK PRIVATE LIMITED Full time

    **Our client, a Luxury Brand is seeking for a Client Advisor / Senior Client Advisor / Customer Service ( Retail Luxury ) - Salary up to $ 4,000.00 (Basic + Commission) + AWS + VB - Central area - 2 Openings **Requirements**: - Diploma holder / Nitec / O or N Level - **At least 1 to 2 years of working experience in Retail industry (perferably Luxury...

  • Client Advisor

    2 weeks ago

    Singapore Rockstead Capital Group Full time

    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 financial acumen, excellent communication skills, and a...

  • Client Advisor

    1 day 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 Relationship Executive

    2 weeks ago

    Singapore ProVision Wealth Advisor Full time $7,000 - $10,000 per year

    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 clients'...

  • Citigold Client Advisor

    3 days 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. ...

  • gold Client Advisor

    2 weeks ago

    Singapore Citi Full time

    Overview The Citigold Client Advisor is a strategic partner for high-net-worth individuals, delivering comprehensive wealth management guidance and bespoke financial solutions. The Advisor proactively anticipates client needs, crafting personalized strategies that include sophisticated investment management, advanced planning, and navigation of complex...

  • Client Advisor

    5 days 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

    4 days 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...