Private Client Advisor - Singapore - Morgan McKinley

Description

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