Client Advisor

PARAMOUNT CAPITAL PTE. LTD.

Singapore, Singapore
Not specified
5 years relationship management experience
Private banking segment expertise
Strong knowledge of financial products
Paramount Capital Pte. Ltd. is looking for a Client Advisor to manage a portfolio of High Net Worth clients, focusing on wealth consultation and financial solutions. The ideal candidate should possess at least five years of experience in relationship management within the private banking sector, along with strong communication skills and a proactive attitude

Job Summary

  • The role involves acquiring and managing a portfolio of High Net Worth clients to support their wealth decisions.
  • Candidates must identify opportunities to increase both the client base and revenue through customized financial solutions.
  • The position requires at least 5 years of experience in relationship management within the private banking segment.

Matching Summary

Match Score: 85

Paramount Capital Pte. Ltd. is looking for a Client Advisor to manage a portfolio of High Net Worth clients, focusing on wealth consultation and financial solutions. The ideal candidate should possess at least five years of experience in relationship management within the private banking sector, along with strong communication skills and a proactive attitude.

Skills & Requirements

Must-have

  • 5 years relationship management experience
  • Private banking segment expertise
  • Strong knowledge of financial products
  • Credit and investment solutions knowledge

Nice-to-have

  • Goal-oriented with client satisfaction focus
  • Exceptional communication skills
  • Proactive and driven attitude
  • Team player working independently

Key Requirements

  • At least 5 years of experience in relationship management
  • Experience in private banking segment
  • Strong knowledge of credit and investment solutions

Work Rights

Not specified

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