Client Advisory
2 weeks ago
**_Well established international Asset Management Firm_**:
- **_Excellent Career Opportunity_**
**Responsibilities**:
- Drive revenues and sales through the provision of high-quality services to existing clients for asset retention and cross-selling opportunities.
- Serve as the primary point of contact for existing clients; ongoing engagement with clients to maintain and strengthen relationships.
- Deliver exemplary client service through handling clients queries and ensuring servicing needs are met in a timely, accurate and professional manner.
- Understand and anticipate clients’ needs and proactively identify top-up cross selling opportunities and work on those opportunities independently/ together with Sales to bring in new assets.
- Partners closely with Sales and support all aspects of business development activities, including pipeline/ outreach plan management, coordinating with Sales and RFP specialists to ensure high quality submission of RFP/RFI/DDQs, preparation of sales materials, meetings coordination and follow-up.
- Manage client on-boarding process including customer due diligence/ KYC review, coordinating with relevant internal stakeholders on legal contracts/ document review and ensuring proper account set-up.
- Managing client off-boarding and changes to existing clients’ accounts/ requirements.
- Maintain good level of knowledge of firm’s investment capabilities and offering.
- Serve as the primary point of contact for consultants; work with investment teams on consultant review on investment strategies to maintain favorable ratings.
- Manage and maintain client records/ documents on CRM system and client folders to ensure information/ documents are up to date to meet the firm’s and regulatory requirements.
-
Corporate Advisory Analyst
7 days ago
Singapore Navi Corporate Advisory Pte Ltd Full timeWe are recruiting analysts who wish to pursue a career in corporate advisory profession. The analysts will have exposure to various corporate advisory project such as fund raising, merger & acquisition, feasibility studies and valuation project. Additionally, the role will have direct client interaction in managing corporate advisory assignments. - Perform...
-
Avp, Client Advisory
5 days ago
Singapore BANK J. SAFRA SARASIN LTD, SINGAPORE BRANCH Full timeBe part of a Client Advisory team supporting the NRI market. To provide administrative support to the Relationship Managers (RMs) in the following areas: - In regard to client account administration and client servicing - Liaison with internal departments regarding administrative matters concerning execution and settlement of trades, delivery of...
-
Business Advisory Executive
7 days ago
Singapore MOORE BUSINESS ADVISORY PTE. LTD. Full timeCompany OverviewMOORE BUSINESS ADVISORY PTE. LTD. is a leading advisory firm that provides expert guidance to clients across various industries.
-
Client Wealth Advisory Specialist
2 weeks ago
Singapore This is an IT support group Full timeWealth Advisory Services:We are seeking a skilled Client Wealth Advisory Specialist to join our team. In this role, you will be responsible for assisting clients with wealth planning and preservation through various tools and services.Your Key Responsibilities:Understanding client needs and requirements, identifying investment opportunities, and providing...
-
Corporate Advisory Analyst
7 days ago
Singapore NAVI CORPORATE ADVISORY PTE. LTD. Full timePerform corporate advisory work such as fund raising, merger & acquisition and valuation; Development of financial models and draft of reports which include industry & market analysis; Coordinate with client, auditor & other professionals and provide the support in relation to the corporate advisory projects; Undertake site visit to understand the business...
-
Avp, Client Advisory
2 days ago
Singapore Bank J. Safra Sarasin Ltd, Singapore Branch Full time**Responsibilities**: - Be part of a Client Advisory team supporting the NRI market. To provide administrative support to the Relationship Managers (RMs) in the following areas: - In regard to client account administration and client servicing -Liaison with internal departments regarding administrative matters concerning execution and settlement of trades,...
-
Head of Advisory
4 days ago
Singapore FINEXIS ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesHERE'S A SHORT INTRO OF WHO WE ARESince 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest growing independently-owned financial advisory firm in Singapore, we are proud to have over 900...
-
Wealth Advisory Specialist
3 weeks ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...
-
Wealth Advisory Specialist
19 hours ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesWe are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth...
-
Corporate Advisory Professional
7 days ago
Singapore RSM SG CORPORATE ADVISORY PTE. LTD. Full timeJob Overview:RSM SG Corporate Advisory PTE. LTD. is seeking a highly motivated Corporate Advisory Professional to join its team. The successful candidate will be responsible for executing valuation project work, analysing financial data, and identifying key business trends. They will also discuss performance with management, undertake financial modelling and...
-
Investment Advisory Specialist
1 week ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeJob OverviewWe are seeking a highly motivated and experienced Wealth Advisory Specialist to join our team at INFINITUM FINANCIAL ADVISORY PTE. LTD.Key ResponsibilitiesDevelop and maintain client relationships.Provide financial advice and support to clients.Recommend suitable financial solutions to meet client needs.BenefitsA permanent role with a basic...
-
Senior Advisory Director
7 days ago
Singapore FINEXIS ADVISORY PTE. LTD. Full timeWe are seeking an experienced Business Development Director to join our team at Finexis Advisory Pte. Ltd. The successful candidate will play a critical role in driving business growth and delivering exceptional customer experiences.About UsWe are a leading financial services provider in Singapore, established in 2005. Our mission is to impact lives beyond...
-
Business Advisory Consultant
6 hours ago
Singapore VANICE ADVISORY PRIVATE LIMITED Full timeAbout VANICE ADVISORY PRIVATE LIMITEDJob Details:We are seeking a Sales & Client Success Manager to join our team in Singapore. As a key member of our corporate services firm, you will be responsible for building and maintaining strong relationships with clients, identifying business opportunities, and driving sales growth.Key Responsibilities:Sales &...
-
Client Advisory Associate
1 week ago
Singapore FY Talent Growth Full timeWe are a leading financial advisory group around the globe with over 10 years of satisfying our clients’ needs and solving real-world challenges every day. We have a young and dynamic working culture where we provide many opportunities to learn and grow with the company. **Job scope**: - Create and manage project plans for various events and campaigns. -...
-
Client Accounting Advisory Lead
7 days ago
Singapore KENSINGTON CORPORATE MANAGEMENT (S) PTE. LTD. Full timeJoin KENSINGTON CORPORATE MANAGEMENT (S) PTE. LTD. as a Client Accounting Advisory Lead and take on a leadership role in managing a portfolio of client accounting matters.About the RoleThis role involves driving process improvements, mentoring team members, and ensuring regulatory deadlines are met.Key ResponsibilitiesManage a portfolio of Singapore private...
-
Senior Manager, Client Services Advisory
2 weeks ago
Singapore Afterpay Full time**Company Description**: Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and...
-
Client Advisor
6 days ago
Singapore CATALYST WEALTH ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesCompany DescriptionWe are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of...
-
Mgr. Advisory
5 days ago
Singapore Forrester Full timeAt Forrester, we’re trusted to work on trailblazing, mission critical problems that business and technology leaders face today. That’s why we’re always looking to empower talented individuals to perform at their best every single day. We’re proud of our community of smart people and vibrant voices who come together to do what’s right by our clients...
-
Client Consultant
9 hours ago
Singapore CATALYST WEALTH ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesCompany DescriptionWe are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of...
-
Singapore THE SUPREME HR ADVISORY PTE. LTD. Full timeAbout the JobWe are seeking a highly skilled HR Advisory Specialist in Immigration Services to join our team at THE SUPREME HR ADVISORY PTE. LTD. The ideal candidate will have a strong understanding of the Singapore immigration and citizenship process and be able to provide expert advice to clients.Responsibilities:Guide potential clients through the...