Client Advisor, Senior Vice PresidentID:33443

10,000 SGD ~ 30,000 SGDCentralOver 3 months ago

Overview

  • Salary

    10,000 SGD ~ 30,000 SGD

  • Industry

    Finance(Securities)

  • Job Description

    Our Client is a local MAS-regulated Investment Company. The role of a Client Advisor, (Senior Vice President) is to be responsible for servicing and advising clients on financials.

    【 What you will be doing 】
    - Build client relationships based on developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions
    - Maintain regular and ongoing contact with your clients to revise financial plans based on the review and modification of client needs or changes in the investment market. This will help develop and cultivate your client base through ongoing servicing
    - A self-driven and entrepreneurial individual who aims to do what is best for every client with good communication and interpersonal skills enabling you to communicate with confidence at all levels
    - Work with the RM team on weekly meetings for PE and IPO insights for clients

Qualifications

  • Requirement


    【 What they are looking for 】
    - Possess Bachelor's Degree/Diploma in any field
    - RNF Certified
    - At least 5 years and above of relevant working experience.
    - Relationship managers / Private Bankers with books of business experience is a must
    - Mature established network of AI client base

  • English Level

    -

  • Other Language

    -

Additional Information

  • Benefit


    【 What they are offering 】
    - Attractive monthly trailer fee based on AUM garnered for our proprietary income solution for clients
    -Attractive monthly and quarterly profit sharing on custodian bank financial instruments
    -Access to research and trade ideas, as well as competitive pricing from various banks and global markets platforms specialist advice and technical support
    - Onboarding, Trade, and Regulatory Support
    - Variable Bonus (Depends on Company and Individual performance)
    - Annual Leave 14 days (Maximum of 18 days)
    - Medical Leave
    - Medical Benefit

  • Working Hour

    9:00 ~ 17:00

  • Holiday

    -

  • Job Function