Assistant Vice President / Vice President, Client Advisor

Responsibilities:

• 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.

Requirements:

• A recognized university degree.
• At least 3 - 8 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales for Junior Client Advisor role.
• Candidates with at least 5 years of relevant experience will be considered for Senior Client Advisor role.
• Good knowledge of wealth management & investment products.
• Self-motivated, with strong sales drive & energy.
• Experience / Ability to liaise with clientele from respective markets Greater China / Indonesia / Thailand etc.
• Ability to travel regionally if required.
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9, M9A HI)