Client Advisor

Roles & Responsibilities

Key responsibilities :

Are you a private banker or relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

We’re looking for a Client Advisor to:

• build, establish and grow client relationships

• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams

• have a plan to develop the client book with measurable outcomes

• keep accurate and up-to-date records on client investor profiles

• take a strategic view of clients’ investments and closely monitor their portfolio quality

• comply with all regulations, policies and standards to be in line with our risk management culture

The team :

You’ll be working in the Global Wealth Management team in Singapore. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.

Your skills and experience :

• proven experience in private banking, relationship management, asset gathering and investments, ideally 5 or more years working in a client-facing role

• Must be familiar with the Singapore regulatory framework

• firm grasp of Asia Pacific financial markets and regulatory frameworks

• ability to build strong client networks, with an entrepreneurial mind-set

• resilient team player and truly service oriented

• aptitude for digitization and technology

• excellent communicator in English. Additional languages including Mandarin, Cantonese are advantageous to support the client base

• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

Tell employers what skills you have

Digital Skills
Risk Management and Administration
Dependable Team Player
Asian Markets
Mandarin Chinese
Private Banking
Entrepreneurial Skills
portfolio of key client accounts
Client Investment Suitability
Cantonese
development of client relationships
Client-Facing Role
Working alongside Product Teams
Developing Client Business
Skilled Communicator
Regulatory Frameworks