Client Advisor Associate (Associate/Senior Associate)

Job Responsibilities
  • Provide administrative and client service support to Client Advisors servicing UHNW and HNW clients
  • Respond to all clients enquiries and instructions and provide resolution to most issues and requests
  • Monitor transactions and activities in client accounts
  • Maintain client data and reports such as: contact lists, account numbers, facilities details, status of credit reviews/renewals etc
  • Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials
  • Coordinate with Product Groups, Operations and other functional areas as necessary
  • Ensure adherence to internal and external regulations and policies at all times
  • Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions
  • Bachelor’s degree or diploma from reputable institutions
  • Strong understanding of financial products and services
  • Excellent interpersonal, communication and client interfacing skills
  • Meticulous, strong attention to details
  • Posses future oriented mindset, strive to innovate and adapt to changes
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
  • Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient
  • Preferably with CACS (Singapore) or Type 1,4,9 licenses (Hong Kong)

Apply now and join us on our exciting journey! For interested applicants, please submit your resume to

Client Advisor Associate