Are you passionate about helping individuals and families achieve their financial goals? Do you thrive in a dynamic environment where your skills in financial planning and client relationship management can shine? If so, we want you to join our team as a Financial Adviser.
About Us: We are a leading financial services firm based in Singapore, dedicated to providing comprehensive portfolio management solutions to our clients. With a strong reputation for excellence and a commitment to integrity, we empower our Client Portfolio Managers to deliver personalized solutions tailored to each client’s unique needs.
Position Overview: As a Client Portfolio Manager, you will be responsible for building and maintaining client relationships by offering sound financial guidance and recommending suitable investment solutions. You will have access to cutting-edge tools and resources to support your client engagements and professional development.
Key Responsibilities:
- Conduct thorough financial needs analysis and provide appropriate recommendations.
- Develop customized financial solutions based on clients’ goals and risk tolerance.
- Monitor clients’ financial portfolios and provide regular updates and reviews.
- Stay informed about market trends, economic developments, and regulatory changes.
- Collaborate with team members to enhance service delivery and client satisfaction.
Requirements:
- 21 years old and above.
- Minimally GCE 'A' Levels or Polytechnic Diploma.
- Relevant certifications (e.g., CMFAS Modules 5, 9, HI, M5, M9) preferred. If you do not have the certifications, trainings will be provided to help you attain the certifications.
- Strong interpersonal and communication skills.
- Ability to work independently and as part of a team.
Why Join Us:
- Competitive compensation package with attractive bonuses and incentives.
- Ongoing training and professional development opportunities.
- Supportive work environment that values work-life balance.
- Opportunity to grow your career in a reputable and expanding organization.
How to Apply: If you are ready to take the next step in your career as a Client Portfolio Manager and contribute to our mission of empowering clients to achieve financial success, we invite you to apply today. Please submit your resume and a cover letter outlining your qualifications and interest in the position.
Join us and make a difference in the lives of our clients while achieving your professional goals. We look forward to welcoming you to our team!
