Client Advisor
6 days ago
2 days ago Be among the first 25 applicants Direct message the job poster from Catalyst Wealth Advisory Client Services | Front Office Generalist | Sturdy Parent 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 products for our clients. Role Description This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments; Meeting with clients to conduct KYC and fact finding to determine their financial objectives, risk tolerance, income, expenses and assets. Offering strategic advice on products and services, such as investments, insurance coverage and estate planning tools. Implement and/ or diversify their investment portfolio with stocks, bonds , unit trusts etc Performing market research to stay current with financial trends Preparing financial documents, such as income projections and investment reports Maintaining compliance with all rules and regulations in the financial industry Identifying and pursuing potential clients to maintain a strong client base Working amongst like-minded professionals Attractive and transparent compensation packages Supportive and vibrant environment Requirements Is an active representative registered with the Monetary Authority of Singapore Experience in retirement planning and financial advisory Good knowledge of investments and markets Strong analytical and problem-solving skills Excellent communication and interpersonal abilities #J-18808-Ljbffr
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Citigold Client Advisor
14 hours ago
Singapur, Singapore Citigroup Inc. Full timeWhether you’re at the start of your career or looking to discover your next adventure, your story begins here. 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...
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Senior Client Advisor
6 days ago
Singapur, Singapore UOB Full timeOverview Senior Client Advisor at UOB Join to apply for the Senior Client Advisor role at UOB. Get AI-powered advice on this job and more exclusive features. About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North...
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Strategic Client Advisor
6 days ago
Singapur, Singapore Randstad Singapore Full timeJoin to apply for the Strategic Client Advisor - IT Consulting role at Randstad Singapore . Get AI-powered advice on this job and more exclusive features. About My Client I am representing a global IT services and consulting leader with a strong presence in over 70 countries, delivering mission-critical infrastructure and enterprise digital solutions. Their...
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Strategic Client Advisor
6 days ago
Singapur, Singapore Randstad Singapore Full timeJoin to apply for the Strategic Client Advisor - IT Consulting role at Randstad Singapore . 1 day ago Be among the first 25 applicants. About My Client I am representing a global IT services and consulting leader with a strong presence in over 60 countries, delivering mission-critical infrastructure and enterprise digital solutions. Their Singapore...
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Client Advisor
14 hours ago
Singapur, Singapore Richemont Full timeSince 1833, driven by an unquenchable thirst for innovation and creativity, and inspired by the peaceful natural surroundings of its home in the Vallée de Joux, Jaeger-LeCoultre has been distinguished by its mastery of complications and the precision of its mechanisms. Known as the Watchmaker of Watchmakers, the Manufacture has expressed its relentlessly...
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Senior Client Advisor
6 days ago
Singapur, Singapore UOB Full timeOverview Senior Client Advisor (EAM) role at UOB Job Description Relationship Management: Act as the main liaison between the company and external asset managers. Build and maintain strong, trust-based relationships with EAMs and their key stakeholders. Provide personalized support to EAMs to ensure their clients receive excellent service. Business...
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Client Care Advisor
6 days ago
Singapur, Singapore Tiffany & Co. Full timeOverview Tiffany & Co. instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. Since 1837, the masterpieces of Tiffany & Co. have defined style and celebrated the world's great love stories. Join Tiffany & Co. and be part of the largest luxury group in the world - LVMH! Are you passionate about client service & experience?...
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Senior Client Advisor, Private Bank
14 hours ago
Singapur, Singapore UOB Full timeOverview Join to apply for the Senior Client Advisor, Private Bank role at UOB . 1 week ago Be among the first 25 applicants Join to apply for the Senior Client Advisor, Private Bank role at UOB About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in...
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Financial Advisor
2 days ago
Singapur, Singapore Prime Talents hiring agency Full timeThis is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, developing investment strategies, and managing retirement planning. The Financial Advisor will assess clients' financial needs and goals, create personalized financial plans, and advise on...
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Tiffany & Co. Client Care Advisor
2 days ago
Singapur, Singapore Tiffany & Co. Full timeThe name Tiffany & Co. instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. Since 1837, the masterpieces of Tiffany & Co. have defined style and celebrated the world's great love stories. Join Tiffany & Co. and be part of the largest luxury group in the world - LVMH! Are you passionate about client service & experience?...
