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
  - Have a well-established network of individual HNW
  - Adequate knowledge of financial markets and instruments
  - 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