Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
We're looking for a client advisor for High Net Worth (HNW) / Ultra High Net Worth (UHNW) clients to:
build, establish and grow client relationships
provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
have a plan to develop the client book with measurable outcomes
keep accurate and up-to-date records on client investor profiles
take a strategic view of clients' investments and closely monitor their portfolio quality
comply with all regulations, policies and standards to be in line with our risk management culture
You'll be working in the HNW / UHNW team in Singapore. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you'll play an important role in helping us stay a global leader in wealth management.
proven experience in relationship management, asset gathering and investments, ideally 5 or more years working in a client-facing role
Must be familiar with the Singapore regulatory framework
firm grasp of South East Asia's financial markets and regulatory frameworks
ability to build strong client networks, with an entrepreneurial mind-set
resilient team player and truly service oriented
aptitude for digitization and technology
excellent communicator in English and Mandarin to support local client base