Client Advisor

Roles & Responsibilities

Your role :

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 including with financial intermediaries (external asset managers)
• 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

Your 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 expertise :

Tell employers what skills you have

Wealth Management

Investments

Relationship Management

Wealth

Private Banking

Risk Management

Cantonese

Adaptability

Digitization

Communication Skills

Banking

Financial Advisory

Team Player

Customer Service

Personal Development

Financial Services