We believe in empowering individuals and businesses to achieve their financial goals through personalized guidance and strategic planning. As a leading financial services firm, we are committed to delivering exceptional service and tailored solutions to our clients.
Responsibilities:
- Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and investment preferences.
- Develop personalized financial plans tailored to clients' needs and objectives.
- Provide recommendations on asset allocation, investment strategies, retirement planning, tax optimization, and estate planning.
- Monitor and review clients' portfolios regularly to ensure alignment with their goals and market conditions.
- Stay abreast of industry trends, market developments, and regulatory changes to provide informed advice to clients.
- Cultivate and expand client relationships through proactive communication and exceptional service.
- Collaborate with other team members and external partners to deliver holistic financial solutions.
Requirements:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- M5,M9,M9A,HI (if dont have, we will provide the exam fees and study materials, including training)
Benefits:
- Competitive compensation package with performance-based incentives.
- Ongoing training and professional development opportunities.
- Supportive and collaborative work environment.
- Opportunity for career advancement and growth within the organization.
- Heavy travel incentives.
Join Our Team:
If you are passionate about helping others achieve financial success and thrive in a dynamic, client-focused environment, we want to hear from you!
Primestaff Management Services Pte Ltd
Personnel Name: Jackie Ng
Personnel No: R22109024
EA License No: 95C5411
