Main Responsibilities:
- Understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
- Acquire Clients & manage existing relationships. (Mainly hunter)
- Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
- Customize portfolio proposals for clients through allocation of client funds
- Responsible for complying with regulatory compliance as set out by relevant authorities.
Qualifications & Requirements:
- 10 years of experience preferred
- Previous client relationship management skills
- Bachelor degree or above in business related major
Interested candidates who wish to apply for the advertised position, please click on "Apply Now". We regret that only shortlisted candidates will be notified.
PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA License No. 01C4394 • EA Registration No. R23114347 (Pang Xue Ni)
