Senior Client Advisor

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. Pro…