Client Advisor
21 hours ago
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 Benefits Working amongst like-minded professionals Personalized mentorship 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
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Client Advisor
5 days ago
Singapur, Singapore Jaeger-LeCoultre Full time5 days ago Be among the first 25 applicants CLIENT ADVISOR HOW ARE YOU MAKING AN IMPACT? As an Ambassador of the Maison, you curate unforgettable and personalized experiences. You are dedicated to building lasting relationships with clients, contributing to the boutique’s success. WHAT ARE YOUR KEY RESPONSIBILITIES? Commercial Target Achieve and exceed...
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Client Advisor Associate
3 days ago
Singapur, 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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Citigold Client Advisor
1 week 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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Citigold Client Advisor
3 days ago
Singapur, Singapore Citibank (Switzerland) AG Full time## For additional information, please review .Whether 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...
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Client Advisor
2 weeks ago
Singapur, Singapore Catalyst Wealth Advisory Full time2 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...
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Client Advisor
21 hours ago
Singapur, Singapore LUXURY LEXICON PTE. LTD. Full timeRole Overview: Are you passionate about luxury goods, exceptional customer experiences, and the art of storytelling? Do you have a flair for connecting with discerning clients and helping them find timeless treasures? If so, we'd love for you to join our team at Carousell Luxury, the premier destination for pre-loved luxury.As a Client Advisor, you will be...
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Senior Client Advisor
2 weeks 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
2 weeks 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
2 weeks 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
1 week 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...