Client Advisor

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...

Job Description:We're looking for driven individuals to join our team as Client Relationship Executive / Financial Consultants. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.Key Responsibilities:Understand clients'...

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,...

As 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,...

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,...

Role 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)...

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...

**Company Description** We 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 insurance and wealth...

This position is responsible for advising and maintaining client relationships in the marketing function. **Responsibilities** - Develops and maintains client relationships - Responsible for achieving annual revenue targets and objectives - Trusted advisor who succeeds in maintaining a group of dedicated clients - Builds market share; able to enhance client...

Shape your Career with Citi 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 training and exposure to senior leaders, as well as more traditional learning. You'll also have the...