Client Relationship Advisor Job at Office Angels (Bournemouth)

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Global benefits designed to support well-being, growth, and work-life balance

Fulltime

Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Business Development: Identify and pursue new business opportunities within the high-net-worth segment
Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Identify and pursue new business opportunities within the high-net-worth segment
Partner with internal specialists to provide clients with comprehensive financial solutions
Stay abreast of market trends, economic developments, and investment opportunities
Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 to 6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
demonstrated success in business development, client acquisition, and relationship deepening
robust understanding of investment products, wealth strategies, and financial planning tools
excellent interpersonal, analytical, and communication skills
ability to work both independently and as part of a collaborative team
mandatory certifications required for advising on financial products in Singapore
willingness to travel locally for client engagement when necessary

Job Responsibility

design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
conduct regular reviews to ensure client strategies evolve with changing needs
partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
stay current with market trends, investment opportunities, and regulatory changes
translate insights into actionable advice that supports clients’ wealth goals
organize exclusive client events to enhance engagement and deliver valuable market perspectives
ensure full compliance with KYC/AML, regulatory, and internal policies

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/ Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Identify and pursue new business opportunities within the high-net-worth segment
Leverage existing networks and referrals to expand the client base
Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Stay abreast of market trends, economic developments, and investment opportunities
Provide clients with informed perspectives and recommendations
Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-3 years (or more) of relevant experience in wealth management or a related field, serving high-net worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

What we offer

Equal opportunity employer
Compliance with applicable laws, rules, and regulations

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
familiarity with Islamic finance principles and products
knowledge of local regulatory requirements for wealth management in the UAE/Middle East
existing network of HNWI contacts in the region
deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations
strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs
ability to work independently and as part of a team in a multicultural environment
fluency in regional languages are a plus
proven track record of success in business development and client relationship management
mandatory certifications as required for advising on and selling financial products

Job Responsibility

develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
identify and pursue new business opportunities within the high-net-worth segment
leverage existing networks and referrals to expand the client base
partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
stay abreast of market trends, economic developments, and investment opportunities
provide clients with informed perspectives and recommendations
organize and host client events to foster relationships and provide valuable market insights
ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Commercial Client Advisor

We are seeking a dynamic and customer-focused Commercial Client Advisor to join ...

Location

United Kingdom , Birmingham

Salary:

35000.00 - 40000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven experience in account handling and commercial insurance, with a focus on commercial property
Proven track record of effectively managing commercial client relationships and achieving business results
Experience in handling commercial property insurance and navigating complex policy requirements
Detail-oriented with strong organisational and time management skills
Strong understanding of commercial insurance products, services, and regulations
Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
Ability to analyse complex commercial risks and provide strategic advice to clients
Proficiency in using industry-specific software and tools
Strong negotiation and problem-solving skills in addressing client needs and concerns
Relevant industry certifications or licenses (e.g., CII, ACII, CPCU) a plus

Job Responsibility

Manage a portfolio of commercial clients, understanding their unique needs and providing tailored solutions
Act as a trusted advisor to clients, offering expert guidance on commercial insurance products and services
Collaborate with internal teams to ensure timely and accurate delivery of client requests and solutions
Identify opportunities to grow and expand the client portfolio through proactive client relationship management
Stay updated on industry trends and regulatory changes to provide informed advice to clients
Act as a liaison between clients and insurance carriers, negotiating terms and resolving any issues that arise
Contribute to the development and implementation of client engagement and retention strategies

Fulltime

Client Relationship Advisor

Office Angels

Location:
United Kingdom , Bournemouth

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 09, 2026

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