Consultant
Xchange Advisory
- Singapore
- $72,000 per year
- Permanent
- Full-time
- Acquiring and managing relationships with a portfolio of high net worth individuals (HNWIs).
- Advising clients on portfolio management, asset allocation and other traditional and alternative investments.
- Working closely with investment advisory as well as compliance and execution teams to optimise client relationships and service delivery and ensure all practices are in line with internal guidelines and statutory requirements.
- Conducting regular business travel to meet existing clients as well as to prospect new business.
- Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
- Developing strong internal relationships to optimise service delivery and ensure all practices are in line with internal guidelines and statutory requirements.
- Acting as the primary point of contact and delivering excellent service standards and advice to clients for their enquiries, complaints, and other service-related issues.
- Developing account plans to enhance service delivery.
- You have at least 1 year experience including solid experience in a similar role within Financial Services.
- You are a strong networker & relationship builder
- You are highly goal driven and work well in fast paced environments
- You are adaptable and thrive in changing environments
- A role that offers a breadth of learning opportunities
- Flexible working options
- Attractive Salary & Benefits