Assistant RM, AVP, Wealth Management

Kimberley Consulting Pte Ltd, EA Licence No: 10C5555
Singapore, Singapore
5k - 8k monthly
18 Nov 2020
18 Dec 2020
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Duties & Responsibilities

  • Proactively assisting and support Client Advisor in delivering exceptional wealth management services and experiences
  • Assist Client Advisor in providing customized and comprehensive financial planning advises and portfolios for our clients
  • Develop and manage existing our client relationships, including ongoing regular client contact and communications.
  • Assist in retaining and building our client relationships.
  • Collaborate with other departments to ensure accuracy of client information
  • Actively participate in the development of new business and networking opportunities.
  • Support the documentation for our client meetings, business trip, investment proposals, and others.
  • Collaborate with Investment Portfolio Management team to incorporate our clients' investment strategies and their planning objectives
  • Ensure that the firm's values, reputation, and standing are always well protected when representing the firm in external forums
  • Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their tasks


  • Minimum of a bachelor's degree from an accredited college or university
  • Minimum of 5 years experiences in finance/ banking industry
  • Previous experience in sales, fundraising or business development experience is a plus, but not required
  • CFA designation is a plus (or currently working towards completion)

Domain Skills

  • Strong understanding of financial services industry and financial consulting responsibilities
  • Demonstrate strong interest in financial, global and capital markets
  • Experience in understanding the financial needs of our clients

Soft Skills

  • Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
  • Excellent interpersonal skills and ability to build and foster a strong network of relationships
  • Positive and client first attitude
  • Creative approach to problem solving and able to develop innovative solutions for clients
  • Highly motivated and determined to work in a fast-pace, fast-growing and entrepreneurial company
  • Tactfulness and adaptability to changing demand
  • Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy in a high-pressure environment
  • Detail oriented, commitment to excellence and a high level of integrity
  • Possess active listening and critical thinking skills
  • Excellent administrative and marketing skills

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