The Company
Arta is at the forefront of digital wealth management, offering personalized financial solutions tailored to the unique needs of accredited investors. We are committed to delivering exceptional client experiences by leveraging cutting-edge technology, deep industry expertise, and a client-first approach. Join our dynamic team and be part of a transformative journey in the financial services industry.
The Role
As a Client Advisor, you will play a critical role in building and managing relationships with our clients. Your primary responsibility will be to understand their financial goals, provide tailored investment advice, and deliver bespoke financial solutions that meet their needs. You will act as a trusted advisor, ensuring client satisfaction and retention while growing the client base through referrals and new business opportunities.
What You Will Do
- Client Relationship Management: Develop and maintain long-term relationships with HNW, UHNWs and family offices, understanding their financial goals and objectives.
- Investment Advisory: Provide tailored investment advice, leveraging your expertise to recommend appropriate financial products and services that align with clients' risk tolerance and objectives.
- Portfolio Management: Oversee and manage client portfolios, ensuring alignment with clients' financial goals, and regularly reviewing and rebalancing as needed.
- Client Acquisition: Identify and pursue new business opportunities through referrals, networking, and proactive client engagement strategies.
- Market Insights: Stay informed on market trends, economic developments, and financial products to provide clients with up-to-date advice and recommendations.
- Compliance and Risk Management: Ensure all client interactions and investment recommendations comply with regulatory requirements and company policies.
- Collaboration: Work closely with internal teams, including investment research, operations, and compliance, to deliver a seamless client experience.
Who You Are
- Bachelor's degree in Finance, Economics, Business, or a related field.
- At least 5 years of experience in wealth management, private banking, or financial advisory roles.
- Strong knowledge of investment products, financial markets, and regulatory requirements.
- Proven track record in managing high-net-worth client relationships and delivering tailored financial solutions.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- CFA, CFP, or equivalent certifications are preferred but not required.
- High ethical standards and a client-first mindset.
What We Offer
- Robust health insurance offering for you and your family
- 20 weeks of parental leave
- 15 days PTO annually plus national and company holidays
- Up to SG$75 per month reimbursement for internet
- SG$100 per month for wellness stipend
