Client Advisor

Maybank; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Maybank in Singapore seeks an experienced Wealth Advisor to drive personal and team targets while ensuring full compliance and contributing to the top and bottom line of the business. You will forge deep relationships with clients and deliver unbiased guidance to help them manage and grow their wealth.

Role requires understanding clients' needs, optimizing risk, return and liquidity, and delivering solutions aligned with clients’ financial objectives.

Qualifications

• Minimum 7 years of experience in the financial industry.
• Strong business acumen and analytical thinking.
• Excellent interpersonal skills and client relationship abilities.
• Organizational awareness and understanding.

Responsibilities

• Forge deep and long-term relationships with the Bank's clients.
• Understand clients' needs and provide unbiased advice to grow wealth.
• Grow and preserve clients' wealth by optimizing risk, return, and liquidity.

Skills

Sales

Financial-Advisory

Education

Degree in Finance or Business Administration

Job description

Job Description

You will be responsible for the overall achievement of both financial and non financial targets of both personal and team targets while ensuring full compliance and minimizing provisions so to effectively contribute to the top and bottom line of the business.

Job Responsibilities

• Forge deep and long–term relationships with the Bank's clients
• Fully understand clients' needs and provide unbiased advice in managing and growing their wealth
• Grow, manage and preserve clients' wealth through optimisation of the risk, return and liquidity and work to ensure clients' financial and investment objectives are met

Job Skills

• Sales
• Financial-Advisory

Job Requirements

• Degree holder, preferably in Finance or Business Administration
• Minimum working experience of 7 years in the financial industry
• Strong business acumen
• Good interpersonal skills
• Organizational awareness and understanding
• High level of Analytical and Conceptual thinking Please note only shortlisted candidates will be notified.