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Client Relationship Consultant (Investment)
SUMMIT PLANNERS CRUSADERS PTE. LTD.D02 Anson, Tanjong Pagar, SG8 days ago
Job descriptionLearn and chart out investment objectives for clients using their CPF and Cash portfolios. Develop and implement business plans and marketing strategies to achieve the business target Source and develop a network of high-net-worth clients Conduct Financial Needs Analysis and recommend appropriate solutions Provide recommendation to help clients meet their financial goals and needs Conduct fact find, customer needs analysis and provide financial solutions to clients and close finance deals. Service and review financial portfolios in maintaining a long-term customer relationship Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent Self motivated, disciplined and result orientated Good interpersonal skills and communication skills to relate with different people An interest or knowledge in business finance / management will be an added advantage A positive attitude and willingness to learn Entry level candidates without prior experience are welcome (Training and coaching will be provided for all required candidates)
Roles & Responsibilities
Job Title : Client Relationship Consultant (Investment)
The role as a Client Relationship Consultant (Investment) will be to develop good relations with clients and learn to expand your network with them on various financial matters. Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.
Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options / futures etc)
Job Highlights :
- Highest Remuneration
- Flexible working hours. Have the freedom to plan your own work schedule.
- We offer a competitive compensation package with attractive bonuses and incentive trips.
- A multifaceted training programme (including investments, neuro-linguistic programming, leadership, etc.) will be provided for career progression.
- Opportunity for advancement in your career solely based on your performance
- Allowance scheme and performance bonus to jump-start your career
- Family-oriented working culture
- Strong support and guidance
Job Responsibilities :
About You
Monthly Salary : $4000 to $15000
Tell employers what skills you have
Wealth Management
Customer Relationship
Investment Advisory
Asset Management
Investment Strategies
Assessing
Financial Planning
Interpersonal Skills
Investments
Sales Growth
Wealth Accumulation
Risk Management
Bonds
Communication Skills
Customer Service
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Client Relationship • D02 Anson, Tanjong Pagar, SG
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