全职 Client Advisor (Premium Banking) 工作, 薪水 up to MYR 7,400, Inter Island Group Federal Territory 公司招聘中 - Ricebowl

Premium Banking Client Advisor

Industry: Banking & Financial Services
Location: Singapore
Employment Type: Full-Time
Position Level: Junior Client Advisor / Client Advisor

Job Overview

We are seeking a driven, customer-focused, and sales-oriented professional to join a leading bank’s Premium Banking team in Singapore.

In this role, you will receive training in the bank’s Premium Client Engagement Process and be responsible for building and managing relationships with affluent and high-net-worth clients. You will provide personalised financial advisory services and recommend suitable wealth management and investment solutions aligned with clients’ financial goals.

The ideal candidate has a strong interest in banking, wealth management, and investment products, along with excellent communication skills and a passion for delivering exceptional client experiences.

Key Responsibilities

• Complete training in the bank’s Premium Client Engagement Process and apply the knowledge to develop and strengthen relationships with Premium and Privilege Banking clients.
• Provide financial advisory services and recommend suitable wealth management and investment products based on clients’ financial needs and objectives.
• Deliver timely market updates, financial insights, and tailored investment recommendations.
• Build and maintain long-term relationships with affluent and high-net-worth clients to enhance customer satisfaction and loyalty.
• Identify opportunities to acquire new clients, expand existing accounts, and achieve business development targets.
• Understand clients’ financial profiles, investment preferences, and risk tolerance to support appropriate product recommendations.
• Ensure all advisory activities, sales processes, and client documentation comply with internal policies, operational procedures, and applicable regulatory requirements.
• Adhere to the Financial Advisers Act (FAA) and other relevant banking and financial services regulations.
• Follow Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements when applicable.

Job Requirements

• Possess a recognised university degree.
• Strong English communication and comprehension skills, both written and verbal.
• Ideally, 3–8 years of experience in banking or financial services, particularly in financial advisory, investment product sales, or wealth management.
• Candidates applying for the Junior Client Advisor position should ideally have relevant exposure to financial product sales.
• Good knowledge of wealth management, investment products, and financial advisory practices.
• Previous experience or knowledge of AML and KYC procedures within retail banking is an advantage.
• Highly motivated, energetic, customer-oriented, and driven to achieve sales targets.
• Strong interpersonal, relationship management, negotiation, and communication skills.
• Able to understand clients’ financial needs and recommend appropriate financial solutions.
• Possess relevant industry accreditations, including M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, and HI, as applicable to the role.

Pay: RM4,600.00 - RM7,400.00 per month

Work Location: In person