Client Advisor Assistant - Wealth Management Support

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

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.