- To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
- To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products
- In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
- To participate in marketing and promotional activities for customer acquisition.
- 3 years of relevant experience in relationship management within the banking/financial wealth management space dealing with HNW clients
- Recognised university degree and possess CMFAS certification (M1, M5, M6, M6A, M8, M8A, M9, M9A & HI).
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Client Advisor
23 hours ago
IDA'SG PTE. LTD. Singapore**About the job**: · As a Client Advisor in one of our client's stores, your role is to convey the Brand's values, history, ambitions, commitment to quality and creativity. Your mission is to ensure that clients receive a unique and personalised experience through your passion fo ...
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Client Advisor
23 hours ago
Eight Talons Consulting Pte Ltd Singapore**Luxury Jewellery**: · Story telling · Top notch client service · Client management · Passionate with luxury industry · - We regret any inconvenience this may cause and thank you for your understanding._ · - EA Licence No: 21C0676_ · - Company Registration No: G_ ...
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Client Advisor
23 hours ago
Eight Talons Consulting Pte Ltd Singapore**Luxury Fashion** · - Place the Customer at the center, creating a welcoming environment and striving to meet their every need and request, providing them with an excellence service in accordance to the "client journey ceremony". · - Be driven to exceed individual sales targets ...
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Client Advisor
23 hours ago
TAISHIN INTERNATIONAL BANK CO., LTD. SINGAPORE BRANCH Singapore**Responsibilities**: · - Acquire new clients and AUM · - Maintain and manage existing clients' relationship · - Provide product and services that can satisfy clients' need in terms of global wealth planning · - Ensure operations are compliance of all relevant local and cross bor ...
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Assistant Client Advisor
23 hours ago
LIGHTHOUSE CANTON PTE. LTD. Singapore**Job Purpose**: · Deliver superior client experience through understanding, anticipating and executing client's transactions and providing excellent administrative and organizational support to Client Advisors. Assist Client Advisor in managing client relationships, providing so ...
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Gucci Client Advisor
23 hours ago
Groupe Kering SingaporeSummary · If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. · **Job Description**: · - Role Mission · As a Gucci Lead Client ...
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Client Advisor Operations
23 hours ago
Eight Talons Consulting Pte Ltd SingaporeAs a Client Advisor (Operations), you will secure back of house efficiency, in line with the standards of the Brand. · You will ensure smooth operations, to enable the store team to maximize the time spent with Clients · Duties & Responsibilities · Stock Management · - Maintain t ...
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Client Advisor, Singapore
23 hours ago
CHRISTIE'S INTERNATIONAL SINGAPORE PTE LTD Singapore*** · **Job Title** · Client Advisor, Singapore · **Department** · Client Management APAC · **Reports to** · Managing Director, Singapore · **Location** · Singapore · **The Role** · The primary function of the Client Advisor is to develop, cultivate and provide seamless support a ...
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Senior Client Advisor
23 hours ago
RECRUITPEDIA PTE. LTD. Singapore**Our Client is a British MNC in luxury retail. · Job Responsibilities: · - Meet and exceed individual, store sales and other KPIs · - Provide luxury service and demonstrate knowledge in the brand · - Elevate Client experience by delivering a good first impression and understandi ...
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Client Advisor Fashion, Beauty
9 hours ago
Adecco - GS Perm SingaporeAt least 1 year of experience in Fashion, Beauty & Sports · - Passion in retail industry with good selling skills · - With good customer service skills · As a Client Advisor you will be responsible for all sales activities in store. Deliver quality and consistency of service incl ...
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Bottega Veneta Client Advisor
23 hours ago
Groupe Kering SingaporeSummary · Bottega Veneta - inspiring individuality with innovative craftmanship since 1966. Creativity lies at the heart of all that we do. Born in Vicenza the house is rooted in Italian culture yet maintains a truly global outlook. An inclusive brand with exclusive products Bott ...
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Mastercard SingaporeOur Purpose · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financi ...
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UNITED OVERSEAS BANK LIMITED Singapore**About the Department**: · UOB Private Bank is dedicated to managing the wealth of high-net-worth individuals with investment assets of $5 million and above. Keeping in mind our clients' financial objectives, we provide tailored products and solutions that draw on the Group's co ...
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Strategy Client Solutions Group Senior Advisor
9 hours ago
Dell Technologies Singapore**What you'll achieve** · The Client Strategy Team is an in-house consulting team that helps the executive leadership of the Client Group define the near · - and long-term strategy for Dell's worldwide PC and Peripherals business. We are looking for a visionary thinker who will b ...
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Client Advisor
1 day ago
NECH CAPITAL PTE. LTD. SingaporeRoles & Responsibilities · As a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managi ...
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Client Advisor
1 day ago
LUXURY CAREERS PTE. LTD. SingaporeRoles & Responsibilities · Client Advisor (Top Tier Luxury Watch Brand) · Location:Town/Central · Salary Package:Competitive salary with basic pay, commission, and annual bonus · Employment Type:Full-time, permanent position (5 days a week, 44 hours per week) · Your Mission: · As ...
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Client Advisor
2 days ago
LUXURY CAREERS PTE. LTD. SingaporeRoles & Responsibilities · Client Advisor (Worldwide Top Tier Luxury Brand) · Location: Town/Central · Attractive Salary Package: Basic + Commission + Annual Bonus · Employment Type: Full-time (5 days a week), permanent position · Work Hours: On shift, 44 hours per week · About t ...
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Client Advisor
4 days ago
IVYPREP PRIVATE LIMITED SingaporeRoles & Responsibilities · Company Overview: · IvyPrep Singapore is a leading educational institution committed to providing high-quality educational services to students. Our mission is to empower young minds to achieve academic excellence and personal growth. With a focus on in ...
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Client Advisor
1 day ago
FINANCIAL ALLIANCE PTE. LTD. SingaporeRoles & Responsibilities · Financial Alliance is Singapore's largest, leading and award-winning Independent Financial Advisory Firm. We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Our wide range ...
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Client Advisor
21 hours ago
United Overseas Bank Singapur, Singapore Full timeClient Advisor · Posting Date: 18-May-2023 Location: Singapore (City Area), Singapore, · Company: United Overseas Bank Ltd About UOB · United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries ...
HNW Client Advisor - Singapore - GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.
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Tell employers what skills you haveWealth Management
Talent Management
Managed Services
Talent Acquisition
Outsourcing
Customer Relationships
Working With Clients
Relationship Management
Trend Analysis
Customer Acquisition
Market Intelligence
Accountability
Financial Analysis
Screening
Sourcing