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About the Role
- Build, shape and grow the Endowus Singapore business in line with our mission and values.
- Client-centric: You will be on the front lines, advising prospective and current clients, and delivering the highest level of client experience via multiple channels including phone, email, online and in-person
- Play a key role in onboarding new clients and nurturing existing clients, and help them with questions ranging from financial advisory to operational and administrative matters.
- Wealth advisory: Advise clients on their investment needs in a holistic manner and guide them through our investment solutions, and build long-term client relationships.
- Collaboration: Share the voice of the client to the broader company, offering insights to all areas of the business to help build a better product and experience. Collaborate with internal teams, e.g. Product, Operations and Investment Office, to improve the client experience a...
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