Assistant RM, AVP, Wealth Management Assistant RM, AVP, Wealth Management …

Kimberley Consulting Pte Ltd
in Singapore
Permanent, Full time
Last application, 03 Dec 20
5k - 8k monthly
Kimberley Consulting Pte Ltd
in Singapore
Permanent, Full time
Last application, 03 Dec 20
5k - 8k monthly
Posted by:
Colin Lee • Recruiter
Posted by:
Colin Lee
Recruiter
Deliver superior client experience through understanding, anticipating and executing client's transactions and providing excellent administrative and organizational support to Client Advisors. Work Proactively with other business units particularly as IC team in order to provide sound financial advice, and ensuring excellent day-to-day responsibilities align with our Vision and Mission.

Duties & Responsibilities
 

  • Proactively assisting and support Client Advisor in delivering exceptional wealth management services and experiences
  • Assist Client Advisor in providing customized and comprehensive financial planning advises and portfolios for our clients
  • Develop and manage existing our client relationships, including ongoing regular client contact and communications.
  • Assist in retaining and building our client relationships.
  • Collaborate with other departments to ensure accuracy of client information
  • Actively participate in the development of new business and networking opportunities.
  • Support the documentation for our client meetings, business trip, investment proposals, and others.
  • Collaborate with Investment Portfolio Management team to incorporate our clients’ investment strategies and their planning objectives
  • Ensure that the firm’s values, reputation, and standing are always well protected when representing the firm in external forums
  • Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks

 

Qualifications
 

  • Minimum of a bachelor’s degree from an accredited college or university
  • Minimum of 5 years experiences in finance/ banking industry
  • Previous experience in sales, fundraising or business development experience is a plus, but not required
  • CFA designation is a plus (or currently working towards completion)

 

Domain Skills
 

  • Strong understanding of financial services industry and financial consulting responsibilities
  • Demonstrate strong interest in financial, global and capital markets
  • Experience in understanding the financial needs of our clients

 

Soft Skills
 

  • Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Positive and client first attitude
  • Creative approach to problem solving and able to develop innovative solutions for clients
  • Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company
  • Tactfulness and adaptability to changing demand
  • Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy in a high-pressure environment
  • Detail oriented, commitment to excellence and a high level of integrity
  • Possess active listening and critical thinking skills
  • Excellent administrative and marketing skills
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