[Order Number: 824377]
Responsibilities
Portfolio focus - Real Estate
- Oversee and manage a portfolio of clients, providing consultative financial analysis to align with their investment goals.
- Identify and pursue new business opportunities to grow the client base and drive revenue expansion.
- Collaborate with internal teams to create customized investment solutions tailored to clients' financial objectives.
- Offer clients regular market updates, trend analysis, and insights, keeping them informed on investment opportunities and risks.
- Build lasting client relationships by offering expert advice throughout the investment process, while promoting a variety of investment products and strategies, including structured notes, bonds, FX trades, and portfolio management.
Requirements
- Possess minimally 2 years exposure within the real estate investment field with a proven track record in investment management, portfolio management, or financial planning, with an existing pool of accredited investors.
- At least a bachelor's degree in Finance, Banking, Economics, or a related field.
- The ideal candidate would possess strong understanding of financial markets, investment products, and strategies.
- This employee should be equipped with excellent interpersonal skills and is able to demonstrate results-driven mentality.
We regret that only shortlisted candidates will be notified.
However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Yap Zia Xin
EA Personnel Reg. No.: R22109263
EA Licence No.: 07C5771
