Total 6 Others job vacancies

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

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

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.

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

As an OMS First Choice Advisor at DHL, you'll overcome daily logistical challenges to ensure warehouse operations run smoothly and deliver value to our customers. In a fast-paced environment, where every day is different, you'll have the autonomy to make decisions and be able to continually grown professionally.

• Lead the implementation of our operations management system.

• Drive the standardization of processes and continuous improvement tools across all sectors within DHL Supply chain.

• Drive the flow of value within new businesses and transformative projects using your operational and project experience

• Train and coach stakeholders on performance management, standardization, leadership and continuous improvement tools.

• Influence key stakeholders to drive change

• Work with systems engineer to implement and leverage on performance tracking and resource planning tools in a sustainable and efficient manner.

Detailed Responsibilities

• Take charge of the overall OMS governance for all sites, role modeling culture and behavior, change management expectations

• Train and coach the development of OMS culture infrastructure with site champion, owner and site management team

• Support site manager on span of control analysis and adjustment plan

• Support site leadership team to develop Excellence School (physical infrastructure, trainers, training program and materials) and ensure standardization across sites

• Ensure site management team adhere to the OMS standards and are focused to have shop floor team following the OMS standards and deliver continuous improvement initiatives with financial impact

• Review the standard training matrix and program with each site, including particularities, detailing processes that need to be covered during trainings

• Develop business cases at sites that are under OMS implementation

• Share experiences, business cases of successful implementations, best practices and capabilities of OMS with site leaders and OMS champion

• Support site OMS Champions to speed up on OMS coverage on sites

• Gather information for standardization control (focused on OMS culture) with sites and monitor the progress with site management team

• Review implementation status with each site and report to the country lead on accomplishments and critical points

• Work with OMS Engineer to set up and maintain system infrastructure

• Understand and address challenges with infrastructure, cultural and behavioral changes with OMS country lead

• Any other assignments from the OMS country lead

Requirements:

• Bachelor's degree, preferably in Supply Chain or Engineering

• Strong operational background in 3PL and/or Warehouse operations is highly regarded

• Experience implementing Lean methodologies (Lean Six Sigma Green/ Black Belt)

• Strong change management skills; able to influence and manage stakeholders across different working levels

• Passionate individuals with high initiative will be very highly regarded.

• WMS systems experience highly regarded

• Strong analytical or out of the box thinking

• Project management experience

• Computer Aptitude (MSWord, MS Excel, MS Powerpoint, PowerBI)

• Independent, and able to work in a team in a fast-paced environment