Client Advisor Assistant

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**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...

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**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...

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...

Direct message the job poster from Rockstead Capital The Client Advisor is responsible for managing and growing client relationships by providing tailored financial solutions. The role involves acquiring and maintaining a portfolio of clients, identifying business opportunities, and delivering exceptional service. The ideal candidate will have strong...

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...

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