Client Advisor Assistant

2 weeks ago

Singapore CONTINUUM ALPHA PTE. LTD. Full time

**Client Advisor Assistant (CAA)
Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisors/Client Partners.

**Primary Responsibilities**
- Support Client Advisors/Client Partners in delivering exceptional client service and experience
- Be point-of-entry contact for clients with account queries or order placement, payments, etc.
- Assist with account opening, onboarding, due diligence and monitoring activities
- Support with documentation for client meetings, business trips, investment proposals
- Adhere to internal policies & procedures and escalate where necessary
- Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
- Provides back up for buddy CAAs.

**Requirements**:

- Minimum of 4 years relevant experience in private banks.
- Outstanding verbal and written communication skills
- Professional maturity, strong work ethic and the ability to be flexible and adaptable to changing business needs
- Fluency in Mandarin needed to cover North Asia/Greater China client segments.
- Proficient with all Microsoft 365 apps

  • Client Advisor Assistant

    3 days ago

    Singapore UOB Full time

    Join to apply for the Client Advisor Assistant role at UOB 6 days ago Be among the first 25 applicants Join to apply for the Client Advisor Assistant role at UOB About UOB United Overseas

  • Client Advisor Assistant

    3 days ago

    Singapore UOB Full time

    Join to apply for the Client Advisor Assistant (PB) role at UOB 5 days ago Be among the first 25 applicants Join to apply for the Client Advisor Assistant (PB) role at UOB Get AI-powered advice on this job and more exclusive features. About UOB United Overseas

  • Assistant Client Advisor

    1 week ago

    Singapore LIGHTHOUSE CANTON PTE. LTD. Full time

    **Job Purpose**: Deliver superior client experience through understanding, anticipating and executing client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day responsibilities...

  • Client Advisor Assistant

    4 days ago

    Singapore PERENNIAL PARTNERS PTE. LTD. Full time

    As a client advisor assistant, you deliver superior client experience through understanding, anticipating, and executing client’s transactions and providing excellent administrative and organizational support to the client advisors. **Responsibilities**: - To assist the Relationship Manager in daily administrative and transaction work. - Provide prompt...

  • Client Advisor Assistant

    3 days ago

    Singapore UOB Full time

    Join to apply for the Client Advisor Assistant role at UOB . United Overseas

  • Client Relationship Manager

    7 days 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 Assistant

    2 weeks ago

    Singapore PERENNIAL PARTNERS PTE. LTD. Full time

    Assist the Client Advisor in daily administrative and transaction work - Client support in trade placement, onboarding, addressing client queries, etc. - To work closely with the relevant stakeholders to resolve any client inquiries or issues - Documentation support as required by the business, ensuring adherence to standard regulations and internal...

  • Associate - Assistant Client Advisor

    2 weeks ago

    Singapore LIGHTHOUSE CANTON PTE. LTD. Full time

    **Job Purpose**: Deliver superior client experience through understanding, anticipating and executing with accuracy client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing sound financial planning advises, and ensuring excellent day-to-day...

  • Client Advisor

    1 week 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

    7 days 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,...