Full Time Client Advisor (SG Market) Jobs, in Robert Walters - Maukerja

Lead client engagement and relationship management for affluent and high-net-worth individuals. Provide tailored financial advisory and investment solutions aligned with clients' needs, while delivering timely recommendations and guidance. Build and nurture long-term client relationships by establishing trust, understanding financial goals, and ensuring a high level of client satisfaction.

Responsibilities:

• Equipped with expertise in the client engagement process to manage the clients professionally.
• Take the lead in developing and expanding client relationships, focusing on affluent and high-net-worth individuals.
• Provide comprehensive financial advisory services, offering tailored investment solutions and advice that align with client needs.
• Deliver timely information, recommendations, and guidance to clients based on their unique requirements.
• Build and nurture long-term relationships with clients, ensuring trust and satisfaction as key drivers of success in this role.

Job Requirements:

• Approximately 2 to 5 years of relevant experience in the banking or financial industry, with a proven track record in financial and investment product sales.
• Recognised Bachelor's degree in related disciplines.
• Strong knowledge of wealth management and investment products.
• Possession of relevant professional certifications (M1B, 2B, M5,EIP, SIP, M9, M9A, HI) or willing to pass the financial exams within a reasonable period.
  

Do note that we will only be in touch if your application is shortlisted.

Agensi Pekerjaan Robert Walters Sdn Bhd
Business Registration Number : 729828-T
Licence Number : JTKSM 423C