Client Advisor, Private Wealth
June 3, 2025Recruitment Consultant (Hybrid)
June 3, 2025Job Description:
- Acquiring and prospecting new customers for the Premier Wealth Offshore segment
- Planning and managing clients’ assets by matching financial and investment product solutions to their financial needs and working closely with the various product specialists
- Building a strong client relationship network through dedicated services and international network
- Contributing to the bottom-line of Premier Wealth through the accomplishment of profit and growth targets
- Maintaining a high standard of service quality and be compliant with the necessary rules and regulations at all times.
Requirements:
- 4 years’ relevant banking experience and a consistent sales tracking record in financial products
- A performance-driven individual who exhibits strong interpersonal, communication skills and good at tele-consulting
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance, and treasury products
- Mature and independent mindset, able to work effectively under pressure
- Willing to travel to prospect, acquire and build / bring their own base of clientele
- Relevant CMFAS certifications
- Singaporean / PR only
Interested candidates, please send your detailed Resume to:
HR@ascendrecruitment.sg
Ascend Recruitment Pte Ltd (EA License No.: 24C2089)
April Lim (Reg. No.: R22110702)
