Client Advisor

Job Responsibilities
  • Develops and maintains client relationships
  • Responsible for achieving annual revenue targets and objectives
  • Trusted advisor who succeeds in maintaining a group of dedicated clients
  • Builds market share; able to enhance client asset size over time
  • Fully competent in advising clients on investment products and services
  • Actively involved in new business developments; able to anticipate and capitalize on business opportunities
  • Keeps up to date with products and services; may give input for new product development
  • Starts to build networks with other businesses and 3rd parties
  • Supervises and monitors delegated tasks for quality assurance to meet Client servicing needs
  • At least 8-10 years’ experience
  • Candidate with more than 8 years’ of relevant experience will be considered for senior roles
  • Strong interpersonal, communication and client interfacing skills
  • Good university degree

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

Wrise Personal Assistant