Job Order: 824377
Responsibilities
- Manage and service a portfolio of clients, conducting professional, consultative financial analysis to meet their investment needs and objectives.
- Identify and develop new business opportunities to expand the client base and increase revenue.
- Collaborate with internal teams to design and implement tailored investment solutions that align with clients' financial goals.
- Provide regular market updates, trend analysis, and insights to clients, ensuring they stay informed about investment opportunities and risks.
- Build and maintain strong, long-term client relationships by offering expert guidance throughout the investment process.
Requirements
- Bachelor’s degree in finance, Economics, or a related field.
- A proven track record in investment management, financial planning, portfolio management, or related fields.
- Must already have a pool of accredited investors.
- Demonstrated success in guiding clients through investment processes while managing their expectations
- Strong understanding of financial market trends, investment products, and strategies.
- Results-oriented and dynamic, with a strong aptitude for sales-driven roles.
- Outstanding interpersonal skills for building trust and deepening client relationships.
We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
