Client Advisor

2 weeks ago

Singapore TETSUJIN ASSET MANAGEMENT PTE. LTD. Full time

We are a newly setup Multi Family Office, whereby we believe employees are our greatest assets. We strive to provide a workplace that embraces a diverse yet inclusive corporate culture and encourages personal development so as to nurture the potential of employees, hence creating true values and provide better support for our clients.

We adhere to the professional attitude of family wealth management and relies on the team's more than 20 years of investment experience in the global market, to help clients maintain an appropriate balance among different investment timeframes, geographical markets and asset classes, so as to achieve the preservation and growth of family assets.

Our motto is be Client Orientated. We aim to generate lasting absolute benefits for clients and to become clients’ most trusted and reliable long-term partners.

As such, we are looking for a dynamic Client Advisor who can deliver exceptional client experience, have a strong track record in client advisory and sales, yet a proven risk manager, who is eager to contribute and grow with the firm.

**Job Responsibilities:
We are looking for a Client Advisor for HNW/UHNW Private Banking Clients to:

- Develop business plans, define market strategies and acquire/manage clients to drive sustainable profitable growth
- Identify business opportunities and provide market insights and trusted advice to clients
- Have a strategic view of clients’ investments and closely monitor their portfolio quality
- Understand clients’ background and drive the KYC due diligence as a first line of defence, so as to comply with all regulations, policies and standards in line with the internal requirements

**Job Requirements:
- Proven track record in relationship management, asset acquisition/growth and revenue generation, with ideally 5 or more years working in a client-facing role
- Extensive market connections and thorough understanding of the financial market landscape and the regulatory framework of the Asian market
- Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio
- Strong client service and entrepreneurial mind-set, with the ability to quickly identify and adapt to clients’ changing needs and the changing market conditions
- Good interpersonal skills and resilient team player
- Relevant tertiary education and financial certifications

  • 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

    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...

  • gold Client Advisor

    4 days ago

    Singapore Citi Full time

    Citigold Client Advisor - C12 - SINGAPORE (North Asia Market) Join to apply for the Citigold Client Advisor - C12 - SINGAPORE (North Asia Market) role at Citi Citigold Client Advisor - C12 - SINGAPORE (North Asia Market) 4 days ago Be among the first 25 applicants Join to apply for the Citigold Client Advisor - C12 - SINGAPORE (North Asia Market) role...

  • CPC Client Advisor

    4 days ago

    Singapore Citi Full time

    Join to apply for the CPC Client Advisor - C13 - SINGAPORE (North Asia Market)) role at Citi 1 week ago Be among the first 25 applicants Join to apply for the CPC Client Advisor - C13 - SINGAPORE (North Asia Market)) role at Citi Overview The Citigold Private Client (CPC) Client Advisor is a strategic partner for high-net-worth individuals delivering...

  • CPC Client Advisor

    4 days ago

    Singapore Citigroup Inc. 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...

  • Citigold Client Advisor

    4 days ago

    Singapore Citigroup Inc. 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. Serving as a trusted advisor, the Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management,...

  • 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,...

  • Client Advisor

    2 weeks 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

    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...

  • gold Client Advisor

    4 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. ...