全职 Client Relationship Advisor 工作, 薪水 up to SGD 3,000, SEARCH AVENUE PRIVATE LIMITED Central Region (Singapore) 公司招聘中 - Ricebowl

Our client is seeking a Client Relationship Advisor to join their team, focusing on providing bespoke financial guidance and long-term wealth planning. This role emphasizes strategic relationship management, personalised financial solutions, and a premium client experience.

Job Scope:

• Establish and maintain trusted, long-term relationships with clients, acting as a primary point of contact for all financial matters.
• Conduct in-depth consultations to understand clients’ financial objectives, lifestyle priorities, risk profile, and long-term wealth goals.
• Deliver tailored wealth management strategies, including investment structuring, portfolio diversification, and legacy planning solutions.
• Provide proactive insights on market trends and economic developments to help clients make informed decisions.
• Collaborate with internal specialists to ensure clients receive a seamless, personalised financial service experience.
• Prepare detailed portfolio reports, performance analyses, and projections to support strategic decision-making.
• Maintain full compliance with regulatory standards while upholding the highest professional and ethical standards.
• Identify and cultivate opportunities to grow the client network and deepen relationships with existing clients.

Job Requirements:

• A proactive relationship-builder with strong communication and interpersonal skills.
• Passionate about helping clients achieve their financial goals.
• Comfortable understanding complex financial concepts and translating them into actionable advice.
• Professional, client-focused, and committed to delivering exceptional service.
• Diploma/Degree holder in any discipline.
• Entry-level candidates are welcome; comprehensive training will be provided.
• Experienced candidates will be considered for senior positions.

Salary: Basic ($3,000) + Commission
Work Location: Paya Lebar

If this sounds like you, click APPLY NOW to send us your CV.
We regret that only shortlisted candidates will be notified.

Eleanor Ho

EA Registration No.: R1325724

EA License No.: 25C2695