Client Advisors
1 week ago
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, and guidance; researching and recommending new opportunities; recommending profit and service improvements.
- Maintains quality service by establishing and enforcing organisation standards.
- Contributes to team effort by accomplishing related results as needed.
Should you be shortlisted, we will contact you as soon as possible.
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Client Advisor
1 week ago
Singapore HARVEST ADVISORS FINANCIAL HOLDINGS PTE. LTD. Full timeHarvest 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,...
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Part Time Client Advisor
3 days ago
Singapore Advisors' Clique Full time_**As a Client Advisor (Finance Industry), you are expected to**:_ - Review client portfolios with close attention to detail - Provide financial advisory services to the needs of your Client(s) - Plan and manage in regards to risk and wealth solutions **Benefits**: - Plan and manage your own working hours by catering to your own needs first - No cap on...
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Student Advisor
1 day ago
Singapore PAG Advisors Full time**_Hey Students!_** **_Looking to earn some extra income in your own free time?_** - Join us here at PAG Advisors where you'll be exposed to:_ - Career Opportunities - Wealth Management; Wealth Accumulation and Preservation with Investment, Retirement, CPF - Risk Management; Individual and Corporate - Business Management and Fundamentals of Entrepreneurship...
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Client Investment Advisor
1 week ago
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...
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Student Advisor
6 days ago
Singapore Advisors' Clique Full timeWe are seeking for individuals with dynamic personalities and the potential in leading a team. Join us and be a part of this exclusive program designed specifically for new entrants who are keen to embark on an accelerated path for financial services. A comprehensive program runs for duration of 90 days during which successful applicants will develop core...
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Student Advisor
4 days ago
Singapore PAG Advisors Pte Ltd Full time**Our Vision**:_ "To be the leading one-stop service provider delivering holistic and customised premier solutions to attain our clients’ financial goals" PAG Advisors is a financial advisory group representing HSBC Life. We specialise in providing holistic strategies and nurturing young individuals to dynamic achievers, where you will be trained to...
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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...
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Client Advisor Associate
2 hours ago
Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full timeAs a Client Advisor Associate, you will work alongside senior Client Advisors in a client-facing support capacity, gaining hands-on experience in investment execution, portfolio administration, and day-to-day relationship management.Client Servicing and Administration Support Client Advisors and Team Heads with client onboarding, documentation, data entry,...
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Client Advisors
2 weeks ago
Singapore Prime Asia Asset Management Pte. Ltd. Full time**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...
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Wealth Advisor
1 week ago
Singapore Mercor Full timeRole Overview Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We're seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW)...