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Open nowPosted 2 days ago

Client Advisor (North Asia)

MyCareersFuture93,320 open roles

Pay
SGD 9,000 – SGD 11,000 a month
Where
Central, Singapore
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Your applicationOpen nowClient Advisor (North Asia)MyCareersFuture · Central, Singapore

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The clock on this job

Early applications get read.

9.1% of postings close within 7 days. Measured by our own scanner across the market. MyCareersFuture postings stay open a median of 7 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.9%3 days
  3. 9.1%7 days
  4. 15.5%14 days
  5. 34.0%30 days
This job: posted 2 days ago

MyCareersFuture median: 7 days open

The posting

Our Client:

Our client is a leading financial services firm with presence across ASIA, and they are seeking a Client Advisor (North Asia) in Singapore. This role focuses on developing and managing high-net-worth client relationships through referrals from private banks, family offices, trust companies, and strategic partners. The position builds a balanced referral portfolio, with emphasis on Greater China and North Asian HNW clients, while providing professional advice on liquidity planning, wealth transfer, insurance needs, and cross-border structures.

Key Responsibilities:

  • Build and maintain strong referral relationships with clients and partners, including private banks, family offices and trust companies.
  • Develop new client relationships to keep the referral portfolio balanced, with a focus on Greater China and North Asian HNW clients.
  • Give professional, high-quality advice on liquidity planning, wealth transfer and insurance needs, including cross-border and offshore structures.
  • Meet the annual net revenue target or the amount agreed at the annual review.
  • Comply fully with internal compliance policies and MAS regulatory requirements.
  • Submit new business documents promptly and accurately.
  • Serve existing policyholders well, including timely annual policy reviews.
  • Support colleagues in client meetings, medicals and presentations, including Mandarin-language sessions.

Requirements:

  • Bachelor's degree or above in Finance, Business or a related discipline.
  • Valid MAS licence (CMFAS modules relevant to life insurance and investment products). Candidates without a current licence must get one after joining.
  • At least 8 years in sales or relationship management, preferably in insurance, bancassurance or private banking.
  • Proven experience serving Greater China or North Asian HNW clients, including offshore or cross-border business.
  • The role involves advising and preparing documents for Mandarin-speaking clients.
  • Strong relationship-building, communication and presentation skills.
  • Proactive, self-motivated and disciplined, with integrity and real commitment to clients' needs.
  • Able to juggle multiple priorities and meet tight deadlines.

EA Licence No: 23S1615

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