Total 2 hr associate job vacancies in D22 Jurong, Jurong Island, Tuas

Sales Associate

* Assist clients & customers warmly and assist them in finding products or services that meet individual financial requirements & needs.

* Actively engage with customers to identify opportunities for financial products or services that align with their goals.

* Educate customers on the features, benefits, and terms of financial products, ensuring they make informed decisions.

* Monitor and review clients' investment portfolios regularly, making adjustments as needed to align with changing financial goals and market conditions.

* Proactively reach out to clients to provide updates on their portfolios, market insights, and opportunities for optimization.

* Build and maintain strong relationships with clients through regular communication, trust, and reliability.

* Collaborate with team members to promote products and services and create a positive customer experience.

* Stay informed about industry trends, regulatory requirements, and changes in financial products and services.

* Uphold compliance standards and adhere to all applicable regulations governing financial sales and customer interactions.

Requirements

* Singaporean or PR only

* • At least 21 years old

* • Polytechnic Diploma/Degree holders (Local Certifications)

* • Proven experience in strategic consulting or similar roles.

* • In-depth knowledge of financial industry dynamics, markets, and regulations.

* • Strong interpersonal and communication skills.

* • Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations.

* Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

Client Associate Consultant

Job Responsibilities:

* Provide comprehensive support to clients in their financial planning and investment management needs.

* Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating communication.

* Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to achieve their client’s goals.

* Assist in conducting portfolio reviews, investment analyses, and risk assessments for clients.

* Prepare financial reports, investment proposals, and presentations for client meetings.

* Monitor market trends, economic indicators, and investment opportunities to provide timely insights to clients.

* Maintain accurate records of client interactions, transactions, and portfolio updates.

Requirements:

* Singaporean or PR only

* • At least 21 years old

* • GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)

* • Proven experience in strategic consulting or similar roles.

* • In-depth knowledge of financial industry dynamics, markets, and regulations.

* • Strong interpersonal and communication skills.

* • Relevant industry certifications are advantageous. Strong understanding of financial products, investment strategies, and industry regulations.

* Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

* Proficiency in financial analysis, including portfolio management and risk assessment.