Client Advisor Client Advisor …

Haitong International Securities (Singapore) Pte. Ltd.
in Singapore
Permanent, Full time
Last application, 13 Apr 21
Competitive
Haitong International Securities (Singapore) Pte. Ltd.
in Singapore
Permanent, Full time
Last application, 13 Apr 21
Competitive
Posted by:
Elyse Kwan • Recruiter
Posted by:
Elyse Kwan
Recruiter
The role of Client Advisor is to onboard Private Wealth Management clients and offer the Private Wealth Management service on an advisory basis.

Job Description:

  • Meet revenue targets and other quantitative targets like yield, AUMs, account growth and fee income ratio.
  • Offer financial and investment advice to the existing clients after assessing their requirements.
  • Prospect new clients and secure new relationships, meeting the assigned targets and profitability.
  • Handle day-to-day service requests of assigned clients and supervise the execution of client's transactions and ensure minimal errors.
  • Gather market insights, research, and product intelligence in order to best serve the interests of clients.
  • Ensure that all transactions comply with applicable regulatory framework/guidelines and the group's policies and procedures are properly adhered to.
  • Maintain a higher code of conduct when conducting business with a high degree of integrity and professionalism. 

Requirements:

  • Degree in Business Admin/ Finance/ Banking/ Economics/ Commerce or any other relevant education.
  • At least 5 – 7 year's professional experience successfully advising High Net Worth Clients with private banks and financial institutions.
  • Strong client acquisition, retention, and business development skills. Proven track record in acquisition success and good product and investment knowledge.
  • Outstanding relationship management capabilities with strong analytic, risk management, marketing, communicating and interpersonal skills.
  • Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework.
  • Team player and ability to work together with the product team, support team and other banking divisions to acquire clients.
  • Certified with the relevant CMFAS from banking and financial industry. 
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