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2 Advisor Banking & financial services jobs found

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    • permanent
    • S$7,000 - S$9,000 per month
    about the jobUHNW Client Servicing: Promptly respond to all client queries and instructions, proactively monitoring transactions and account activities to ensure timely and accurate resolution.Relationship Support: Partner Relationship Managers to support the development, management, and retention of existing UHNW client relationships.Investment Collaboration: Work closely with the Investment Management team to deliver customized and comprehensive investme
    about the jobUHNW Client Servicing: Promptly respond to all client queries and instructions, proactively monitoring transactions and account activities to ensure timely and accurate resolution.Relationship Support: Partner Relationship Managers to support the development, management, and retention of existing UHNW client relationships.Investment Collaboration: Work closely with the Investment Management team to deliver customized and comprehensive investme
    • permanent
    • S$10,000 - S$12,000 per month
    Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re
    Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re

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