Client Advisor AVP

Date PostedOctober 23, 2026LocationSingaporeCompanyHiredly XSalaryRM 13423 - 22371TypeFull-Time

Job Summary

You will be part of a group of highly trained financial professionals, serving as the lead manager in developing and growing privilege client relationships. Your role involves providing financial advisory services and investment solutions to affluent and high-net-worth clients while building long-term relationships. Additionally, you must ensure proper advisory procedures and documentation while adhering to internal policies and regulatory requirements.

Responsibilities

  • Manage and grow privilege client relationships
  • Provide financial advisory services and investment solutions
  • Ensure adherence to internal policies and regulatory requirements

Required Skills

  • Recognized university degree
  • 5-8 years of banking/financial industry experience
  • Strong advisory skills and wealth management knowledge
  • Sales drive and relevant accreditations

Job Details

You will be part of a group of highly trained financial professionals. You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. You will be required to provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients in various market segments. You will provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role. You will be trained in the Privilege Client Engagement Process and be our lead manager in developing and growing our Privilege client relationships. To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments To provide customers with timely information, advice and recommendations to fit their requirements. Building and maintaining long-term relationships with your clients is a key factor for success in this role. Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts) Requirements A recognized university degree. Ideally has 5 - 8 years of experience in the banking / financial industry, experienced in financial & investment product sales for Client Advisor role. Strong advisory skill and possess with good product knowledge of wealth management & investment products. Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred. Self-motivated, with strong sales drive & energy. Possess relevant accreditation (M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, HI)