Job Highlights
· Build relationships with clients
· Career Advancement
Job Responsibilities
Acquire and manage a pool of clients’ investment portfolios
· Understand clients’ financial objectives and investment requirements
· Provide information and comparisons for clients to make informed decisions
· Building and maintaining long-term relationship with clients
· Developing own network with new and existing clients
· Assist clients on their wealth accumulation and protection needs
· Provide recommendation to help clients meet their financial goals and needs
Job Requirements (MAS)
· At least 21 years old
· A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent
· Driven and ambitious to succeed
· Highly Client-focused and people-oriented
· Candidates with sales & investment experience will be highly preferred.
· Candidates with experience will be considered for a senior role
