Total 2,707 Others support advisor job vacancies in Hong Kong

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

• Serve as the main contact between customers and the workshop to ensure quick responses and smooth service.

• Advise customers on vehicle maintenance and repair needs.

• Arrange test drives with customers to identify any additional issues, if needed.

• Accurately record customer concerns on the job card.

• Provide estimated time for completion.

• Monitor service progress and update customers.

• Inspect repaired vehicles before handing them back to customers.

• Coordinate with other departments to fix any issues after repairs.

• Manage vehicle check-in and check-out processes.

• Follow up with customers to ensure satisfaction with the service. 

• Complete admin tasks, billing, and close job cards on time. 

• Manage and maintain the Management System, ensuring accurate data entry, record management, system updates, and report generation to support business operations.

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

• 1-year contract role

Rostered working time:

• 8.30am to 6.00pm

• 10.00am to 7.30pm

Student Services

• Assist students with general inquiries at the Student Services Hive Counter (scheduled roster).

• Manage course-related email and phone inquiries based on assigned course portfolio.

• Provide coverage for the Student Services Concierge Counter during exigencies.

Student Engagement

• Establish multi communication channels and maintain strong relationships with student cohorts. Disseminate information to students via established multi communications channels

• Disseminate essential course information, including start dates, exams, and assessments.

• Provide course counselling to students transferring to new programs.

• Address general candidature, course pathways, and administrative queries.

• Collaborate with the Student Success Office on student, career, and industry engagement activities.

• Support academics in organizing Student Staff Liaison Committee (SSLC) meetings

• Actively participate in student engagement activities by either joining as a participant, leading the activity, or serving as a staff mentor for events.

• Develop and implement initiatives to enhance student engagement.

• Provide guidance and support to students to ensure a comfortable, reassuring, and enriching learning experience.

• Collaborate with faculty, student organizations, and other stakeholders to promote student involvement and well-being.

• Supporting the Deputy Director and Manager in organising student orientation and yearly graduation.

• Working with the Staff Mentor and Faculty Advisor, support and provide advice / guidance to the CU Student Club in organizing student events throughout the year, monitoring the deliverables of the Student Club.

Student Cohort Management (For assigned course portfolio)

• Coordinate with the admissions team on offer packs, cohort matters, and matriculation.

• Liaise with course consultations and country managers for any student cohort enrolment matters

• Process student transactions for re-module, deferment, exemption, transfers, and withdrawals, ensuring accurate status updates in the Student Management System (SMS)

• Address and resolve student inquiries/feedback by coordinating with internal and external stakeholders, including the University.

• Schedule academic intervention and support, where required

• Ensure students are registered on e-attendance system and Blackboard, where required.

• Reconcile enrolment numbers and collection of revenue.

• Follow up on outstanding payments, late fees, financial issues, and instalment requests.·

• Prepare and ensure accuracy of reports for royalty payments to the University

• Maintain up-to-date student status records in SMS and inform the University of any change.

• Foster strong relationships with the Academic Partnership Unit (APU) for course-related administrative matters

Others

• Support ad hoc projects and tasks as required

Job Requirements

• Degree in any discipline. Diploma holders with relevant experience are welcomed to apply too

• 1 to 5 years of relevant working experience in the Private Education Industry is preferred

• Strong customer orientation

• Strong leadership and people management skills

• Creative and resourceful in problem solving

• Meticulous and self-motivated

• Able to work under pressure in fast-paced work environment

• Excellent verbal and written communication skills

• Willing to work on weekends when required for events such as graduation ceremonies and open houses

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Position Summary

This position play a critical role in driving compliance and quality programs for Healthcare Transportation & Facilities and supporting the Healthcare Quality Management System to ensure processes and systems are compliant with regional and local regulations and customer requirements.

Job Scope

1. Quality Policies & Procedures: Determine, implement & promote policies and procedures for company’s Network and facilities (hubs & stations) to ensure compliance to standards such as GDP, GCP and others.

2. Quality Assessment & Standards: Write & review SOPs and Work Instructions for transportation & fulfilment solutions pertaining to the healthcare industry.

3. Compliance & Quality Program Management: Implement compliance and quality programs to support local Quality teams to ensure they are kept up-to-date and prepared.

4. CAPA Process Management: Lead in process creation and review of documentation on the implementation and responses to corrective and preventive actions (CAPAs) and monitor action progress until closure.

5. Healthcare Quality Management System: Develop, implement & support the system and processes, develop corresponding training programs, and acts as Super User for eQMS system.

6. Internal Audit Programs: Design & implement robust internal audit processes to ensure readiness of various functions & processes when meeting regulatory agencies & customer audits.

7. Certification Audits: Lead various certification audits with relevant regulatory agencies and certification providers across the region.

8. Operations & Customer Audit Programs: Lead & prepare for regular audit programs / random checks / regulatory activities to achieve successful audit outcomes and proper post audit follow up actions.

9. Healthcare Customer Liaison: Liaise with customers to understand quality requirements / issues / underlying concerns to advise on the way forward, provide advice based on interpretations as applicable to 3PL and resolve issues via conducting root cause analysis.

10. Healthcare Quality Feedback: Liaise, consolidate feedback from different functions to update and prepare final copy for Quality Questionnaires, Agreements and RFQ Proposals for customers.

11. Validation Programs: Lead the validation of transportation lanes and critical equipment like cold chain facilities, and packaging systems.

12. Depot Support: Provide secondary / backup support to healthcare specialists for market depots.

Requirements :

1. Hold local pharmacist license

2. Have at least 5 -7 years of relevant experience in warehouse, quality + QMS for pharmaceutical / healthcare industry in quality related role

3. Experience working in warehouse is desire

4. Have competencies in quality assurance / regulatory affairs, customer relationship management and root cause analysis

5. Have working experience ensuring compliance in accordance to Goods Manufacturing Practise cGMP,)/, Good Clinical Practises cGCP, Goods Distribution Practice (GDP) & ISO13485 for Medical Devices,

6. Experience in local certifications in a warehouse and transportation business.

7. IATA CEIV certification knowledge would be at advantage but not necessary.

8. Experience in conducting external and internal audits for regions

9. Must hold at least Bachelor’s degree in Pharmacy from a reputable local institute in Singapore.

10. Occasionally travel is required to sites and region warehouses.

Competency

1. Accuracy & attention to detail which is crucial to proper compliance to regulatory and standards

2. Problem-solving skills to support customer issue resolution

3. Planning & organization skills to ensure proper audit programs are managed effectively

4. Communication skills to facilitate engagements with customer and regulatory agencies

5. Project management capabilities and familiarity with Process Mapping, Six Sigma, Lean Methodology, Agile or Design Thinking

6. Apply data-driven decision making with the use of data analytics and visualization tools like Power BI and competency in Microsoft Office applications like Excel, Word, and PowerPoint

Working hours:

Mon to Fri 9am-6pm

About the Role

Our client, a MAS-regulated financial services firm, is seeking a client-focused Senior Client Advisor to join its growing team. This role is responsible for developing and managing relationships with affluent and high-net-worth individuals, providing wealth and investment solutions, and supporting clients throughout their financial journey.

The ideal candidate is a motivated relationship manager with strong knowledge of wealth management products, excellent client engagement skills, and the ability to build and maintain long-term client relationships.

Key Responsibilities

• Develop, manage, and deepen relationships with affluent and high-net-worth clients.
• Understand clients' financial objectives and provide suitable wealth management, investment, and financial planning solutions.
• Conduct KYC, Client Due Diligence (CDD), ongoing reviews, and regulatory documentation in accordance with MAS requirements.
• Facilitate trade placements and coordinate investment transactions accurately and efficiently.
• Provide clients with timely market updates, investment insights, and recommendations tailored to their needs and risk profiles.
• Maintain a high standard of client service and build long-term relationships through proactive engagement.
• Ensure compliance with internal policies, regulatory requirements, and industry best practices as a Registered Representative.
• Support product education and training initiatives for clients and internal stakeholders.
• Participate in business development initiatives, strategic projects, and special assignments as required.
• Handle administrative and operational matters related to client servicing and account maintenance.

Requirements

• Recognized university degree or equivalent professional qualification.
• Relevant experience in wealth management, private banking, financial advisory, external asset management, or investment-related roles.
• Strong knowledge of investment products, wealth management solutions, and financial markets.
• Proven track record in client acquisition, relationship management, and business development.
• Strong interpersonal, communication, and presentation skills.
• Self-motivated, entrepreneurial, and results-oriented with a strong sales drive.
• Experience managing clients from Greater China, Indonesia, Thailand, Malaysia, or other Southeast Asian markets is advantageous.
• Ability to travel regionally when required.
• Possess relevant CMFAS qualifications, including M5, M6, M6A, M8, M8A, M9, and M9A (or equivalent), where applicable.
• Familiarity with MAS regulations and compliance requirements.

Compensation & Benefits

• Competitive basic salary of up to SGD 15,000 per month (commensurate with experience).
• Attractive unlimited commission structure with strong earning potential.
• Opportunity to work with a growing and dynamic wealth management platform.
• Supportive and entrepreneurial environment with career growth opportunities.
• Ongoing professional development and product training.

• Attend to customer enquiries and provide advice on necessary/suggested services
• Scheduling customer appointments and providing quotations
• Coordinate with technicians to facilitate daily work flow
• Manage required stock/inventory
• Perform other ad-hoc duties assigned

Requirements:

• Candidates must possess at least GCE 'O' Level or NTC2
• Good command of English
• Relevant work experience will be an advantage
• Interest in cars and knowledge in repair works
• Possess initiative, responsible and willing to learn
• Able to multi-task and work in a fast-paced environment
• Strong coordination and communication skills
• Remuneration to commensurate with experience
• Class '3' driving license

Manage client wealth holistically:

- Take a comprehensive approach to managing client wealth and investments

- Consider all aspects of client financial situation and goals

- Provide integrated solutions for wealth management and planning

Develop long-term financial plans:

- Work with clients to set and achieve long-term financial goals

- Develop personalized financial plans aligned with client objectives

- Review and update plans regularly to reflect changes in client circumstances

Provide investment advice and portfolio management:

- Offer expert investment advice and guidance

- Manage client portfolios and make investment decisions

- Monitor portfolio performance and adjust strategies as needed


Build relationships with high-net-worth clients:

- Foster strong relationships with affluent clients

- Understand client goals, needs, and preferences

- Provide exceptional service and tailored solutions to meet client needs

Develop wealth management strategies for clients:

- Create tailored wealth management plans aligned with client goals

- Consider all aspects of client wealth, including investments, taxes, and estate planning

- Collaborate with clients to set and achieve wealth objectives

Provide investment advice and planning for wealth growth/protection:

- Offer investment advice and strategies for wealth growth and protection

- Provide guidance on asset allocation, risk management, and wealth preservation

- Help clients navigate complex investment decisions

Analyze client portfolios and optimize wealth plans:

- Review and analyze client portfolios and wealth plans

- Identify areas for optimization and improvement

- Implement changes to enhance portfolio performance and alignment with goals

Focus on long-term wealth goals and legacy planning:

- Help clients set and achieve long-term wealth goals (e.g., retirement, legacy)

- Consider estate planning, tax efficiency, and intergenerational wealth transfer

- Provide guidance on philanthropy and charitable giving strategies

Overview:

Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client’s needs and provide unbiased advice in managing and growing their wealth.

Responsibilities:

• Achieve consistent sales performance
• Achieve new business and customer acquisition goals within the retail segment
• Provide dedicated client services to the branch’s clients
• Provide advisory in accordance with the Bank’s customer service and compliance guidelines
• Conduct sales presentations to the Bank’s prospective customers

Requirements:

• Bachelor Degree in a Business or Finance discipline.
• At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.
• Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills.

If you are seeking a dynamic sales career where sky’s the limit, talk to us!

Please note only shortlisted candidates will be notified.

Job Description & Requirements

Purpose of position

This is a challenging role that supports AMEA business functions and processes with applied analytics. Your role will be to investigate key business problems, discover insights and recommend improvement actions through data mining, statistical analysis and data visualization techniques. Next to that you will support other business functions and strategic projects with finding and understanding data, user training and coaching.

Areas of responsibility

1 - Data analysis: Support key AMEA business processes with applied analytics

• Identify what data is needed, available and relevant to the problem
• Design and develop strategic methods for data collection and analysis
• Integrate and prepare datasets; build and evaluate data models
• Explore and analyze data using statistical and visualization techniques
• Define and describe common business metrics and KPI's
• Summarize and present findings and recommendations to business users and stakeholders in understandable and relevant ways, both verbally and visually
• Document and publish analyses so that others may reproduce and learn from prior work

2 – Project support: Support key AMEA business strategies with analytics solutions

• Provide analytical and subject matter expertise for the development of analytics solutions needed to support main business strategies and initiatives
• Work with peers in Business Intelligence, Data Management and Data Science to develop and provide solutions
• Support the development of technical analytics solutions by communicating business requirements and providing subject matter expertise
• Build plans; ensure work progress; identify and report success measures
• Prepare and present progress reports and outcomes to stakeholders

3 - Training and development: training solutions for analytical tools and techniques

• Conduct or support training sessions and provide coaching to analysts in business functions and other key user groups in AMEA

To be successful in this role, you will need:

• Education: A Bachelor’s degree or equivalent in Statistics, Business Analytics, Actuarial Studies or similar discipline.
• Experience: 8 years practical, applied analytics experience in any industry
• Applied analytical skills, including statistical knowledge; data modeling and visualization using modern BI/Analytics tools

· Good communication skills, including the ability to tell compelling stories with data

· A good understanding of fundamental business principles and problems and the ability to constantly and independently ask questions, find answers, and learn

• Professional skills: project management; influencing & persuasion; judgement & decision making; leadership; planning & organizing.
• SAFe Agile certification is a plus
• Fluency in written and spoken English

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly