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Job summary
A leading financial services corporation in Singapore seeks a Client Advisor to deliver tailored wealth management solutions for high-net-worth clients. The role demands over 10 years of experience in wealth management, particularly in North Asia, with fluency in Mandarin or Cantonese. Responsibilities include developing financial strategies and strengthening client relationships while ensuring compliance with regulatory standards. An entrepreneurial mindset and strong analytical skills are essential for this position.
Qualifications
10+ years of experience in wealth management for high-net-worth clients.
Experience in North Asia Markets with strong networks.
Fluent in Mandarin/Cantonese and English.
Responsibilities
Develop and implement personalized financial plans.
Cultivate relationships with high-net-worth clients.
Identify and pursue new business opportunities.
Collaborate with internal specialists for comprehensive solutions.
Stay abreast of market trends and analysis.
Organize client events for relationship building.
Ensure compliance with KYC/AML and risk protocols.
Skills
Wealth management
Relationship management
Business development
Market analysis
Fluent in Mandarin and Cantonese
Education
Bachelor's/University degree
Master's degree preferred
Job description
A leading financial services corporation in Singapore seeks a Client Advisor to deliver tailored wealth management solutions for high-net-worth clients. The role demands over 10 years of experience in wealth management, particularly in North Asia, with fluency in Mandarin or Cantonese. Responsibilities include developing financial strategies and strengthening client relationships while ensuring compliance with regulatory standards. An entrepreneurial mindset and strong analytical skills are essential for this position.