701 Client Advisor jobs in Singapore
Client Advisor/ Senior Client Advisor
Posted today
Job Viewed
Job Description
As part of our multi-channel distribution strategy, you'll be at the forefront, offering our customers financial and life protection solutions. More than just a salesperson, you'll represent us as a passionate, honest, and professional adviser.
With a steady stream of referrals from our direct marketing and servicing teams, you will have abundant sales opportunities. You'll conduct financial needs analyses for customers, providing sound advice on the best financial products to meet their needs.
Responsibilities:
- Provide sound financial advice through proper fact-finding and reviewing customers' financial goals.
- Maintain long-lasting relationships with both existing and potential customers.
- Capitalize on sales opportunities through customer events, financial reviews, and branch engagement activities.
- Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers.
- Ensure sales conversion by leveraging referrals from Branch Services colleagues.
- No prior experience is required
- A diploma or degree in any field.
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI are preferred but not necessary.
- Motivated by performance-based incentive structures and enjoy seeing tangible results from your hard work.
- Strong interpersonal skills and a passion for helping customers achieve greater financial competency.
Client Advisor/ Senior Client Advisor
Posted today
Job Viewed
Job Description
With a monthly salary, comprehensive employee benefits, and induction training, we fully equip you to start a rewarding career in financial advisory, tailored just for you
As part of our multi-channel distribution strategy, you'll be at the forefront, offering our customers financial and life protection solutions. More than just a salesperson, you'll represent us as a passionate, honest, and professional adviser.
With a steady stream of referrals from our direct marketing and servicing teams, you will have abundant sales opportunities. You'll conduct financial needs analyses for customers, providing sound advice on the best financial products to meet their needs.
Responsibilities:
- Provide sound financial advice through proper fact-finding and reviewing customers' financial goals.
- Maintain long-lasting relationships with both existing and potential customers.
- Capitalize on sales opportunities through customer events, financial reviews, and branch engagement activities.
- Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers.
- Ensure sales conversion by leveraging referrals from Branch Services colleagues.
Qualifications:
- No prior experience is required
- A diploma or degree in any field.
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI are preferred but not necessary.
- Motivated by performance-based incentive structures and enjoy seeing tangible results from your hard work.
- Strong interpersonal skills and a passion for helping customers achieve greater financial competency.
This is a full-time, permanent position at Income Lite branches, with a permanent basic salary, attractive sales incentives, and full employee benefits. We offer training and career progression opportunities
Tell employers what skills you haveWealth Management
Sales
Referrals
Financial Management
Interpersonal Skills
Customer Relationships
Working With Clients
Wealth Accumulation
Channel
Networking
General Insurance
Financial Advisory
Direct Marketing
Client Advisor
Posted today
Job Viewed
Job Description
We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.
Role Description
This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments;
- Meeting with clients to conduct KYC and fact finding to determine their financial objectives, risk tolerance, income, expenses and assets.
- Offering strategic advice on products and services, such as investments, insurance coverage and estate planning tools.
- Implement and/ or diversify their investment portfolio with stocks, bonds , unit trusts etc
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Working amongst like-minded professionals
- Personalized mentorship
- Attractive and transparent compensation packages
- Supportive and vibrant environment
- Is an active representative registered with the Monetary Authority of Singapore
- Experience in retirement planning and financial advisory
- Good knowledge of investments and markets
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
Client Advisor
Posted today
Job Viewed
Job Description
Join a globally recognized luxury brand and deliver unparalleled client experiences.
We are currently seeking a polished, client-focused Client Advisor to join a luxury boutique in Singapore. This is a rare opportunity to be part of a globally esteemed brand, where you will engage with high-net-worth clients, represent refined craftsmanship, and contribute to the store's continued success.
Responsibilities:
- Deliver a world-class client experience by providing personalized and attentive service to every customer.
- Build strong, long-term relationships with VIP clientele through proactive clienteling and after-sales engagement.
- Drive individual performance to support overall store targets, including sales, conversion, and customer retention.
- Maintain an exceptional level of product knowledge to confidently communicate the brand's heritage, craftsmanship, and values.
- Ensure the boutique is impeccably presented at all times in line with brand standards.
- Support stock control processes including replenishment, inventory counts, and transfers.
- Collaborate with team members to execute in-store events, product launches, and marketing initiatives.
- 2-4 years of experience in luxury retail, premium fashion, or high-end customer service.
- Proven track record in delivering exceptional service and achieving sales goals.
- Excellent interpersonal skills, with a refined and professional demeanor.
- Passion for luxury products, storytelling, and building meaningful client relationships.
- Strong communication skills in English; proficiency in other languages is advantageous.
- Flexible to work retail hours, including weekends, evenings, and public holidays.
- Opportunity to represent and grow within an iconic luxury brand
- Exposure to discerning clientele and premium retail operations
- Collaborative, elegant, and supportive working environment
- Competitive salary package with commission and performance incentives
- Ongoing training and career development within luxury retail
We regret that only shortlisted candidates will be contacted.
Client Advisor
Posted today
Job Viewed
Job Description
An ambassador for the firm, the role contributes to the group by establishing new and strengthening existing intermediary and direct client relationships. Conversant in the entire portfolio of residency & citizenship programs offered by the firm as well as supporting information such as taxation and real estate, the role is responsible for increasing the number of new cases serviced by H&P by understanding the requirements of all key stakeholders and advising on the most appropriate solution.
Client Advisors are primarily responsible for the conversion of leads into client cases, through the delivery of industry-leading customer service, a premier on-boarding experience and world-class advisory services to new and existing clients.
Requirement
- Beyond a proficient level of English, the ideal candidate must be fluent in both written and spoken Mandarin(Chinese).
- Raise awareness about the services and solutions offered by H&P
- Qualify prospects and undertake initial due diligence checks to assess suitability and mitigate exposure to operational risks
- Collaborate with RMs to provide a world-class, industry leading client experience throughout the entire sales journey
- High success rate of conversion of sales leads into clients of H&P
- Meet and exceed the assigned jurisdictional annual sales targets
- Actively grow existing contact database to identify new value creation opportunities
- Represent H&P at industry events and conferences
- Maintain a high level of relevant industry and program knowledge in order to have meaningful conversations with prospects
- Regularly report on sales activity to MP
- Keep detailed notes on prospect and customer interactions with full and effective use of the CRM system
- Be a positive representative of H&P and its brand in the marketplace
Interested applicants(who can speak and write fluent Mandarin) are invited to apply online with a comprehensive resume.
We regret that only shortlisted candidates will be notified.
Client Advisor
Posted today
Job Viewed
Job Description
This role is expected to be like a business partner where there will be generous profit sharing and other incentives.
Key Responsibilities:
1. Client Acquisition:
- Identify and target potential UHNW clients who align with our firm's client profile.
- Develop and execute innovative strategies to acquire new UHNW clients, expanding our client base.
- Build and nurture relationships with prospective clients through networking, referrals, and outreach efforts.
2. Existing Client Relationship Management:
- Manage and strengthen relationships with your existing UHNW clients, ensuring their financial objectives are met.
- Understand each client's unique financial goals, risk tolerance, and investment preferences.
- Serve as the primary point of contact and trusted advisor for existing clients, addressing their financial inquiries and needs.
3. Investment Advisory:
- Provide customized investment advice and strategies tailored to meet each client's wealth preservation and growth objectives.
- Collaborate with our investment team to design and manage investment portfolios aligned with client goals.
4. Portfolio Management:
- Oversee the daily management of client portfolios, with a focus on optimizing asset allocation and managing risk.
- Continuously monitor investment performance and make proactive adjustments to enhance returns.
5. Wealth Planning:
- Work closely with clients to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.
- Collaborate with legal, tax and other partners to implement wealth transfer strategies.
6. Client Education and Communication:
- Educate clients on investment options, market trends, and financial planning concepts.
- Prepare and deliver presentations or reports to keep clients informed and engaged.
Qualifications:
- Bachelor's degree in finance, economics, or a related field.
- Proven track record in relationship management within the financial industry, with a focus on UHNW clients.
- In-depth knowledge of financial markets, investment products, and wealth management strategies.
- Strong communication, negotiation, and interpersonal skills.
- Ability to work both independently and collaboratively within a team.
- Exceptional problem-solving and analytical abilities.
- High level of integrity and commitment to client confidentiality.
- Have an entrepreneurial spirit and a team player
Client Advisor
Posted today
Job Viewed
Job Description
Company Description
We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.
Role Description
This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments;
- Meeting with clients to conduct KYC and fact finding to determine their financial objectives, risk tolerance, income, expenses and assets.
- Offering strategic advice on products and services, such as investments, insurance coverage and estate planning tools.
- Implement and/ or diversify their investment portfolio with stocks, bonds , unit trusts etc
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Benefits
- Working amongst like-minded professionals
- Personalized mentorship
- Attractive and transparent compensation packages
- Supportive and vibrant environment
Requirements
- Is an active representative registered with the Monetary Authority of Singapore
- Experience in retirement planning and financial advisory
- Good knowledge of investments and markets
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
Wealth Management
Financial Planning
Investments
Relationship Management
Financial Markets
Adaptability
Estate Planning
Communication Skills
Banking
Retirement Planning
Financial Advisory
Customer Service
Financial Services
Be The First To Know
About the latest Client advisor Jobs in Singapore !
Client Advisor
Posted today
Job Viewed
Job Description
Founded in 1837 in New York City, Tiffany & Co. is one of the world's most storied luxury designed houses recognized globally for its innovative jewelry design, extraordinary craftmanship and unparalleled creativity. The brand's legendary wit, optimism, and soaring New York energy inspires a dream that lies both inside and beyond the house's treasured Blue Boxes. Today, the Maison exudes innovation, modernity, and an uniquely Tiffany experience in our stores at ION Orchard, Ngee Ann City, Marina Bay Sands, and Changi Airport.
Be Part of the Tiffany Story
Behind every dream is the dreamer. We are looking for a Client Advisor to join our Maison to be a brilliant ambassador and to effectively contribute to the future. If you are a dreamer, a visionary joymaker, and a daring achiever, we welcome you to apply now
- As the brand ambassador of Tiffany & Co., your main mission is to craft joy and to foster genuine connections with clients, before, during, and after a sale.
- You will collaborate with team members to achieve individual and store targets and objectives.
- Provide your fullest support in daily store operations and maintenance.
Celebrating Joy at Tiffany
- Be a passionate brand ambassador with excellent customer service using the Tiffany Touch,
- Be an excellent communicator,
- Embrace an entrepreneurial spirit that encourages initiative, innovation, and a proactive approach to challenges,
- Live our values of optimism, love, inclusivity, and creativity.
Shining Brightly with Tiffany
- You will be part of one of the most creative, diverse, and inclusive team that demonstrates thoughtfulness, care, and optimism.
- Be part of a daring ambition and craft the future of Tiffany.
- A whole chapter of opportunities within Tiffany and the LVMH group where you can guide your own career, accomplish your goals, and achieve your aspirations.
The Tiffany Experience
- Our HR team will connect with you to get to know you better and to share the Maison's values and culture.
- Then, you will be meet with our Store Manager to assess your suitability and the opportunity to find out how Tiffany & Co. can help you to succeed.
- For the final round, you will meet with our Market Director who will share on a broader perspective, focusing on company's goals and your potential impact on the company's strategic objectives.
Store Operations
Upselling
Joy
Relationship Management
Customer Driven
Customer Care
Direct selling
Adaptability
Cross Selling
Communication Skills
Customer Focus
Team Player
Customer Service
Personal Development
Client Advisor
Posted today
Job Viewed
Job Description
about the company
We are representing an European menswear brand in their search for an experienced and service-driven Client Advisor to join their boutique team in Singapore. This globally established menswear label is known for its blend of timeless style, modern innovation, and technical craftsmanship. With a presence in over 45 countries, the brand is committed to sustainability, performance fabrics, and a seamless client experience that reflects contemporary elegance. As the brand continues to evolve and refine its global presence, it seeks professionals who are passionate about delivering exceptional service and cultivating meaningful customer relationships.
about the job
As a Client Advisor, you will be an ambassador for the brand on the shop floor. You will engage clients with a confident, consultative approach and play a key role in driving store performance while delivering a personalised, high-touch experience.
Key responsibilities include:
- Provide an elevated, client-centric shopping experience from initial contact to post-sale follow-up
- Develop strong product knowledge to offer thoughtful styling advice and solutions
- Foster long-term relationships and contribute to client retention and loyalty
- Uphold visual and operational standards in line with brand guidelines
- Consistently achieve and exceed individual and team sales objectives
What the brand offers:
- A refined and inclusive retail environment where craftsmanship and innovation meet
- Structured training and development through internal learning programs
- Competitive fixed compensation with performance-based incentives
- Defined pathways for career growth within an internationally respected brand
- A values-led culture focused on sustainability, quality, and continuous improvement
skills and experience required
- A retail professional with 3 to 10 years of experience, ideally within premium or luxury fashion
- Sales-driven, with a strong track record of meeting performance targets
- Highly polished, articulate, and skilled in building meaningful client relationships
- A team player with excellent interpersonal and communication skills
- Flexible to work retail hours, including weekends and public holidays
- Comfortable using digital tools such as POS systems, CRM software, or mobile devices in-store
- Strong attention to detail in visual merchandising and product presentation
- Professional appearance and demeanor, aligned with the brand's image
- Able to handle client objections or challenges with diplomacy and confidence
To apply online please use the 'apply' function or reach out to Chantel - 94C3609/ R22109072)
Tell employers what skills you haveProduct Knowledge
CRM
Visual Merchandising
Strong Attention To Detail
Inventory
Customer Relationships
Store Management
Italian fashion
Customer Care
Retail Sales
Fashion
Communication Skills
Styling
Team Player
Diplomacy
Customer Service
Customer Services
Client Advisor
Posted today
Job Viewed
Job Description
Founded in 1837 in New York City, Tiffany & Co. is one of the world’s most storied luxury designed houses recognized globally for its innovative jewelry design, extraordinary craftmanship and unparalleled creativity. The brand’s legendary wit, optimism, and soaring New York energy inspires a dream that lies both inside and beyond the house’s treasured Blue Boxes. Today, the Maison exudes innovation, modernity, and an uniquely Tiffany experience in our stores at ION Orchard, Ngee Ann City, Marina Bay Sands, and Changi Airport.
Be Part of the Tiffany Story
Behind every dream is the dreamer. We are looking for a Client Advisor to join our Maison to be a brilliant ambassador and to effectively contribute to the future. If you are a dreamer, a visionary joymaker, and a daring achiever, we welcome you to apply now!
- As the brand ambassador of Tiffany & Co., your main mission is to craft joy and to foster genuine connections with clients, before, during, and after a sale.
- You will collaborate with team members to achieve individual and store targets and objectives.
- Provide your fullest support in daily store operations and maintenance.
Celebrating Joy at Tiffany
- Be a passionate brand ambassador with excellent customer service using the Tiffany Touch,
- Be an excellent communicator,
- Embrace an entrepreneurial spirit that encourages initiative, innovation, and a proactive approach to challenges,
- Live our values of optimism, love, inclusivity, and creativity.
Shining Brightly with Tiffany
- You will be part of one of the most creative, diverse, and inclusive team that demonstrates thoughtfulness, care, and optimism.
- Be part of a daring ambition and craft the future of Tiffany.
- A whole chapter of opportunities within Tiffany and the LVMH group where you can guide your own career, accomplish your goals, and achieve your aspirations.
The Tiffany Experience
- Our HR team will connect with you to get to know you better and to share the Maison’s values and culture.
- Then, you will be meet with our Store Manager to assess your suitability and the opportunity to find out how Tiffany & Co. can help you to succeed.
- For the final round, you will meet with our Market Director who will share on a broader perspective, focusing on company’s goals and your potential impact on the company’s strategic objectives.