Total 2 Senior Executive supp advisor job vacancies in The Philippines

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.

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.