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Investment Client Advisor
Reeracoen Singapore Pte. Ltd.Singapore, SG12 days ago
Job descriptionDeveloping and proposing customized investment strategies and portfolios Selling financial products such as equities, bonds and mutual funds. Rebalancing portfolios based on market trends and economic conditions Explaining financial products and providing related materials and presentations Collaborating with internal investment strategy and product development teams Expanding the client base through new client acquisition and referrals Bachelor’s Degree. CMFAS holder Minimum of 5 years' experience in a related role within private banking Work experience in a Japanese company. CFA / CFP holder Variable Bonus (Depends on Company and Individual performance) Annual Leave : 21 days Medical Leave : 14 days Medical Benefits
Job Description
Our client is a Japanese company that provides a range of comprehensive financial products and services. They are currently hiring for an Investment Client Advisor.
Responsibilities 】
- Building and maintaining long-term relationships with high-net-worth clients
Assessing clients’ asset status, investment needs, and risk tolerance
Qualifications
Requirement
Requirements & Preferences 】
Must)
Advantageous)
English Level
Other Language
Additional Information
Benefit
What they are offering 】
Working Hour
8 : 30 ~ 17 : 30
Holiday
Job Function
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Client Advisor • Singapore, SG