Private Client Advisor - Singapore - Morgan McKinley

Description

The client that we are partnering with is a prestigious bank that is well known for their personalised wealth management services.

Roles and Responsibilities

• Engage and prospect new HNW & UHNW clients.
• Understand the financial needs of clients and provide them holistic recommendations & solutions.
• Consistently update clients on the latest market trends and information regarding their portfolio.
• Work closely with internal stakeholders (product specialist etc) to curate personalised solutions for clients.
• Uphold the bank's customer service standards and comply with all compliance and regulation standards.

Skill and Requirements

• Minimum Degree required
• Minimum 6 years of wealth management experience

If you are interested in the role, click on the 'apply' function now Alternatively, you may contact Claudia at for more information.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

(EA:11C5502/R