Client Advisor Associate

1 week ago


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

Responsible for providing administrative and client support to Client Advisors within the front office function servicing clients.

**Responsibilities**:

- Provide administrative and client service support to Client Advisors servicing clients
- Respond to all clients enquiries and instructions and provide resolution to most issues and requests
- Monitor transactions and activities in client accounts
- Maintain client data and reports such as: contact lists, account numbers, facilities details, status of credit reviews/renewals etc
- Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials
- Coordinate with Product Groups, Operations and other functional areas as necessary
- Ensure adherence to internal and external regulations and policies at all times

**Requirements**:

- Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions
- Bachelor’s degree or diploma from reputable institutions
- Strong understanding of financial products and services
- Excellent interpersonal, communication and client interfacing skills
- Meticulous, strong attention to details
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- 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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