Client Advisor

As one of Singapore's most established and trusted financial institutions, our client has delivered exceptional banking experiences and tailored financial solutions to meet the diverse needs of its clients. They are looking for seasoned and driven sales professionals to join them to serve offshore affluent clients.

As one of Singapore's most established and trusted financial institutions, our client has delivered exceptional banking experiences and tailored financial solutions to meet the diverse needs of its clients. They are looking for seasoned and driven sales professionals to join them to serve offshore affluent clients.

Responsibilities:

• Equipped with expertise in the client engagement process to manage the clients professionally.
• Take the lead in developing and expanding client relationships, focusing on affluent and high-net-worth individuals.
• Provide comprehensive financial advisory services, offering tailored investment solutions and advice that align with client needs.
• Deliver timely information, recommendations, and guidance to clients based on their unique requirements.
• Build and nurture long-term relationships with clients, ensuring trust and satisfaction as key drivers of success in this role.

Job Requirements:

• A minimum of 3 to 5 years of relevant experience in the banking or financial industry, with a proven track record in financial and investment product sales.
• A recognised Bachelor’s degree in related disciplines.
• Strong knowledge of wealth management and investment products.
• Possession of relevant professional certifications preferred (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI).

What's next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan