Assistant Client Advisor

✨ We are seeking client-focused, proactive, and relationship-oriented individuals to join us as Assistant Client Advisors. In this role, you will play a key part in supporting senior advisors in managing client relationships, understanding client needs, coordinating financial reviews, and delivering a smooth and professional client experience.

This position is ideal for individuals who enjoy working with people, building long-term relationships, supporting financial planning discussions, and developing their knowledge in wealth management and financial services. ✨

🔑 Responsibilities: 🔍📈🎯

* Assist senior advisors in understanding clients' financial goals, needs and priorities

* Support the preparation of financial reviews, proposals, reports and presentation materials for client discussions

* Assist in coordinating client meetings, appointments, financial reviews and follow-ups

* Maintain regular communication with clients and provide timely follow-up on enquiries, requests and outstanding matters

* Support the delivery of client servicing activities and ensure a smooth client experience throughout the engagement process

* Maintain accurate and up-to-date client information, records and documentation

* Coordinate with internal teams to facilitate the implementation and servicing of client solutions

* Stay updated on financial products, market developments and industry trends

* Support client engagement initiatives, events and relationship-building activities

* Identify opportunities to strengthen existing client relationships and support business development initiatives

* Build and maintain strong professional relationships with clients, prospects and internal stakeholders

✅ Requirements: 🎓🔥👥

* Singaporean/PR

* Minimum Local Polytechnic Diploma or any recognised Bachelor's Degree

* Prior experience in client servicing, wealth management, financial services, banking, insurance, relationship management or customer-facing roles will be an advantage

* Proficiency in English and Mandarin. We are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients

* Strong communication, interpersonal and relationship-building skills

* Client-focused, proactive and detail-oriented with a strong willingness to learn

* Good organisational and follow-up skills with the ability to manage multiple client matters

* Comfortable working in a client-facing environment and supporting financial discussions

* Able to work independently while being a collaborative team player