Client Advisor (Wealth Management)

Hiredly X; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Hiredly X in Singapore seeks a driven financial professional to lead Privilege client engagement, developing enduring relationships with affluent clients. You will deliver tailored financial advisory services and investment solutions, ensuring timely information, advice, and recommendations align with client needs and preferences.

As the lead, you will ensure adherence to internal policies and regulatory requirements, including FAA compliance, while building long-term client partnerships and

Qualifications

• Trained in the Privilege Client Engagement Process.
• Provide financial advisory services to affluent and high net worth clients.
• Adhere to FAA and related statutory Acts.

Responsibilities

• Lead manager in developing and growing Privilege client relationships.
• Provide financial advisory services and investment solutions and advice to affluent and high net worth clients.
• Provide customers with timely information, advice and recommendations to fit their requirements.
• Build and maintain long-term relationships with your clients.
• Ensure proper advisory procedures and documentation while adhering to internal policies and regulatory requirements.

Job description

You will be part of a group of highly trained financial professionals. You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.

You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments.

You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role.

• You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships.
• To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments
• To provide customers with timely information, advice and recommendations to fit their requirements.
• Building and maintaining long-term relationships with your clients is a key factor for success in this role.
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)