Assistant Client Advisor

Amori Management Pte. Ltd.; Singapore; On-site; SGD 42,000 - 56,000; Full time

Job summary

Amori Management Pte. Ltd. is seeking Assistant Client Advisors to support senior advisors in managing client relationships and delivering a professional client experience in Singapore. You will help understand client needs, coordinate financial reviews, and prepare materials for client discussions.

This role suits individuals who enjoy people engagement, wealth management, and developing knowledge in financial services. Strong Mandarin and English communication are preferred.

Qualifications

• Minimum local Polytechnic Diploma or Bachelor’s Degree.
• Prior experience in client servicing or wealth management is an advantage.
• Proficiency in English and Mandarin required.

Responsibilities

• Assist senior advisors in understanding clients' financial goals and priorities
• Prepare financial reviews, proposals, reports, and presentation materials
• Coordinate client meetings, appointments, and follow-ups
• Maintain regular communication and timely follow-ups with clients
• Support client servicing activities for a smooth engagement experience
• Keep client information, records, and documentation up to date
• Coordinate with internal teams to implement and service client solutions
• Stay updated on financial products, market developments and industry trends
• Identify opportunities to strengthen relationships and support business development
• Build professional relationships with clients, prospects and internal stakeholders

Skills

Client relationship-building

Communication skills

Bilingual English/Mandarin

Organisational skills

Team player

Education

Diploma or Bachelor’s degree

Job description

We are seeking client-focused, proactive, and relationship-oriented individuals to join us as Assistant Client Advisors. In this role, you will play a key part in supporting senior advisors in managing client relationships, understanding client needs, coordinating financial reviews, and delivering a smooth and professional client experience.

This position is ideal for individuals who enjoy working with people, building long-term relationships, supporting financial planning discussions, and developing their knowledge in wealth management and financial services.

Responsibilities:

• Assist senior advisors in understanding clients' financial goals, needs and priorities
• Support the preparation of financial reviews, proposals, reports and presentation materials for client discussions
• Assist in coordinating client meetings, appointments, financial reviews and follow-ups
• Maintain regular communication with clients and provide timely follow-up on enquiries, requests and outstanding matters
• Support the delivery of client servicing activities and ensure a smooth client experience throughout the engagement process
• Maintain accurate and up-to-date client information, records and documentation
• Coordinate with internal teams to facilitate the implementation and servicing of client solutions
• Stay updated on financial products, market developments and industry trends
• Support client engagement initiatives, events and relationship-building activities
• Identify opportunities to strengthen existing client relationships and support business development initiatives
• Build and maintain strong professional relationships with clients, prospects and internal stakeholders

Requirements:

• Singaporean/PR
• Minimum Local Polytechnic Diploma or any recognised Bachelor's Degree
• Prior experience in client servicing, wealth management, financial services, banking, insurance, relationship management or customer-facing roles will be an advantage
• Proficiency in English and Mandarin. We are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients
• Strong communication, interpersonal and relationship-building skills
• Client-focused, proactive and detail-oriented with a strong willingness to learn
• Good organisational and follow-up skills with the ability to manage multiple client matters
• Comfortable working in a client-facing environment and supporting financial discussions
• Able to work independently while being a collaborative team player