Permanent Accounts Manager / Client Sales Manager at Habourfront, $5,000 – $15,000 (Flexible timing)

Roles & Responsibilities

• Permanent
• $5,000 – $15,000
• Mon - Fri : 9am – 6pm (Flexible timing)
• Habourfront

Job Responsibilities :

Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives

Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization

Recommend suitable financial products and investment opportunities based on clients’ needs and risk profiles

Monitor and review clients’ portfolios regularly, adjusting strategies as market conditions or client objectives change

Communicate complex financial information clearly and provide ongoing education to clients

Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients

Foster and grow long-term relationships with clients by delivering attentive, responsive service

Ensure compliance with legal and regulatory requirements in all aspects of financial advisory

Collaborate with other professionals (accountants, legal advisors, etc.) as needed to offer clients holistic solutions

Period :

Permanent

Working Hours :

Mon - Fri : 9am – 6pm (Flexible timing)

Salary :

$5,000 – $15,000

Location :

Habourfront

Requirements :

Open to candidates with no experience

Minimum GCE A level

Excellent interpersonal and communication skills

Ability to work independently and as a team player

Strong analytical and problem-solving skills

Proficient in Microsoft Office applications

Interested applicants, kindly email your detailed resume ( MS Word format is preferred) :

zikry@successhrc.com.sg (Registration no : R2198989 )

Please ensure that applications sent through email are no bigger than 1Mb .

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Resource Centre Pte Ltd (EA License Number : 04C3201 )

160 Robinson Road, #13-07 / 08 / 09 SBF Center, Singapore 06891

T : 6337 3183 | W : www.successhrc.com.sg

Tell employers what skills you have

Microsoft Office

Investment Strategies

Ability To Work Independently

Tax

MS Excel

Investments

financial assessments

Attentive

MS Word

Compliance

Portfolio Management

Communication Skills

Financial Advisory

Team Player

Regulatory Requirements

Retirement