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