Client Advisor

We are partnering with our banking client to place Client Advisors within their Privilege Banking segments.

The successful candidate will be required to provide financial advisory services as well as appropriate financial and investment solutions to their affluent and high networth clients in various market segments such as Singapore, Malaysia, North Asia, Thailand or Indonesia market .

They will also provide customers with timely information, advice and recommendations to fit their requirements, building and maintaining long-term relationships with the bank's clients is a key factor for success in this role.

Job 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.
• Strong advisory skill and possess with good product knowledge of wealth management & investment products.
• Candidates with prior experience and knowledge in AML/KYC processes within the retail banking sector are preferred.
• Self-motivated, with strong sales drive & energy.
• Possess relevant accreditation (M1B, M2B, M5, M6, M6A, M8, M8A, M9, M9A, HI)

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

Jerry Lim

Morgan McKinley Pte Ltd

EA Licence No : 11C5502

Registration No : R1872371