Client Advisor - Wealth Management

About the Role

A leading regional bank in Singapore is seeking experienced Client Advisors to join their Wealth Management team. The bank is recognized as one of the most established and trusted financial institutions, providing exceptional banking experiences and customized financial solutions to meet the needs of diverse clients.

Key Responsibilities

• Demonstrate expertise in client engagement to manage client relationships professionally.
• Lead efforts to develop and grow relationships with affluent and high-net-worth clients.
• Offer comprehensive financial advisory services, delivering tailored investment solutions aligned with client objectives.
• Provide clients with timely and relevant information, recommendations, and guidance according to their needs.
• Establish and maintain long-term client relationships, emphasizing trust and client satisfaction.

Requirements

• 3 to 5 years of relevant experience within the banking or financial sector, with a successful track record in sales of financial and investment products.
• Possess a recognized Bachelor's degree in a related field.
• Strong understanding of wealth management and investment product offerings.
• Hold relevant professional certifications such as M1B, 2B, M5, EIP, SIP, M9, M9A, or HI, or be willing to pass requisite financial examinations within a reasonable timeframe.

Additional Information

Applicants will be contacted only if shortlisted. The recruiting agency's regulatory details are included for reference.