Client Advisor Assistant

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 (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...

**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...

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...

**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...

Roles & ResponsibilitiesDuties & Responsibilities· Responsible for delivering superior client experience through understanding, anticipating and executing client's transactions and providing excellent administrative and organizational support to Client Advisor.· Support Client Advisors in delivering exceptional client service and experience;· Be...

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,...

**Job Description**: - Reports to the Head of Private Wealth Management (PWM) Department and the assigned Team’s Team Head respectively. - Works losely with Client Advisors to assist in handling client relationships as well as executing of investment orders. - Act as the primary contact for handling the administrative tasks and duties for clients and to...

**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**: - 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...

**Key Responsibilities**: We are looking for like minded people to join us on this journey to delivery more than wealth for our clients by leveraging on services and opportunities beyond the traditional banking platform. **Key Requirements**: - Must possess the entreprenuerial spirit - At least 5 years of Private Banking experience as an advisor - A...

**Poste** **Mission** The Client Services Advisor is based in Client Services Hub for Fendi Southeast Asia & Australia. He/she is responsible for providing best-in-class customer service and omnichannel support to each client whom he/she interacts with. The Client Services Advisor will do so by listening and responding to each client in a personalized,...

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...

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...

Client Advisor Job Duties: - Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options. - Sells products by establishing contact and developing relationships with prospects; recommending solutions. - Maintains relationships with clients by providing support, information,...

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...

Client Advisor Job Duties: - Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options. - Sells products by establishing contact and developing relationships with prospects; recommending solutions. - Maintains relationships with clients by providing support, information,...

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...

AVP, Client Advisor Assistant, EAM Desk, Global Private Bank Our client, a leading global private bank with a strong legacy in wealth management, is looking for a dynamic and driven Client Advisor Assistant. This role will support the External Asset Management (EAM) Desk in providing exceptional service to External Asset Managers (EAMs) and Single-Family...

**Responsibilities**: - Liaison between the firm and client, acting as the investment representative or Advisor for clients. - Understanding each client's wealth objectives and investment requirements - Tailoring curated investment solutions and strategies to meet clients’ investment objectives, ensuring that solutions are suitable for client’s risk...