Client Advisors

6 days ago


Singapore SONAR CAPITAL PTE. LTD. Full time

Sonar Capital is an Independent Asset Management firm. Established by a Harvard-trained senior private banker with 20 years of experience in Indonesia, Australia, Philippines and Singapore, the firm aims to provide best-in-class advisory and fund management services to individual and corporate Accredited Investors. The firm aims to achieve AUM of USD 1bio in 3 years.

We are looking for Client Advisors / Investment Consultants / Product Specialists with at least 5 years of experience for the position of Director.

**Requirements**:

- At least 5 years of banking experience as either client advisor, investment consultant or product specialist and has an established network of HNW / UHNW 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
- Experience in Fund Management is a plus
- Possess CMFAS certification 1A, 3, 6, 6A, CACS Paper 1 & 2

**Scope and responsibilities**:

- Assist CEO with defining and implementing the investment strategy, constructing the portfolio, and managing the portfolio to meet client investment objectives
- Ensure that all transactions/activities affecting banking and customer interactions are undertaken within the regulatory/ legal boundaries and framework

**What We Offer**:

- Platform with comprehensive solutions to meet clients’ different needs
- Competitive package
- Flexibility in work-life balance


  • Client Advisor

    9 hours 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,...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Job Description & Requirements Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the Firm...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Job Description & Requirements Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the Firm has...

  • Client Advisor

    4 days ago


    Singapore Citi 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...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    **Job Description & Requirements**: Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the...

  • Client Advisor

    1 week 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

    6 days 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

    2 days 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...


  • 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. ...

  • Client Advisor

    1 week 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...