Client Advisor

15 hours ago

Singapore NECH CAPITAL PTE. LTD. Full time

As a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives.

This role is expected to be like a business partner where there will be generous profit sharing and other incentives.

Key Responsibilities:
1. Client Acquisition:

- Identify and target potential UHNW clients who align with our firm's client profile.
- Develop and execute innovative strategies to acquire new UHNW clients, expanding our client base.
- Build and nurture relationships with prospective clients through networking, referrals, and outreach efforts.

2. Existing Client Relationship Management:

- Manage and strengthen relationships with your existing UHNW clients, ensuring their financial objectives are met.
- Understand each client's unique financial goals, risk tolerance, and investment preferences.
- Serve as the primary point of contact and trusted advisor for existing clients, addressing their financial inquiries and needs.

3. Investment Advisory:

- Provide customized investment advice and strategies tailored to meet each client's wealth preservation and growth objectives.
- Collaborate with our investment team to design and manage investment portfolios aligned with client goals.

4. Portfolio Management:

- Oversee the daily management of client portfolios, with a focus on optimizing asset allocation and managing risk.
- Continuously monitor investment performance and make proactive adjustments to enhance returns.

5. Wealth Planning:

- Work closely with clients to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.
- Collaborate with legal, tax and other partners to implement wealth transfer strategies.

6. Client Education and Communication:

- Educate clients on investment options, market trends, and financial planning concepts.
- Prepare and deliver presentations or reports to keep clients informed and engaged.

Qualifications:

- Bachelor's degree in finance, economics, or a related field.
- Proven track record in relationship management within the financial industry, with a focus on UHNW clients.
- In-depth knowledge of financial markets, investment products, and wealth management strategies.
- Strong communication, negotiation, and interpersonal skills.
- Ability to work both independently and collaboratively within a team.
- Exceptional problem-solving and analytical abilities.
- High level of integrity and commitment to client confidentiality.
- Have an entrepreneurial spirit and a team player

  • Client Relationship Manager

    15 hours 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

    15 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,...

  • Client Advisor

    3 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

    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

    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...

  • 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...

  • Client Advisors

    3 days 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...

  • 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...

  • Client Advisor Assistant

    6 days ago

    Singapore CONTINUUM ALPHA PTE. LTD. Full time

    **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...

  • Client Advisor

    1 week ago

    Singapore Officine Panerai Full time

    Reference Code: 99026**Client Advisor**: - Singapore, 01, SG- PermanentFounded in 1860 in Florence as a workshop, shop and subsequently school of watch-making, Panerai is renowned for producing high-precision instruments for the Italian Navy with a pulse on innovation and function. Protected by military secrets, these creations were only launched in the...