This job offer is not available in your country.
Investment Management Associate - Islandwide, SG
WHITE SOCIETY PTE. LTD.Islandwide, SG3 days ago
Job descriptionStay updated on the bank's products and services. Effectively communicate product features and benefits to customers. Assist customers in selecting the right banking products to meet their financial needs. Achieve and exceed monthly sales targets. Identify opportunities for revenue generation and actively pursue them. Collaborate with team members to enhance overall sales performance. Assist customers in completing necessary documentation for various financial transactions. Ensure accuracy and compliance with financial regulations in all customer interactions. Process the forwarding of account openings, loan applications, and other financial transactions efficiently. Stay informed about and adhere to all relevant banking / financial regulations and compliance standards. Ensure that all customer interactions and transactions comply with internal policies and external regulations. Address and resolve customer issues and complaints in a timely and effective manner. Collaborate with other departments to resolve complex customer inquiries. Work closely with team members to achieve overall goals. Participate in team meetings and contribute to a positive team environment. Stay informed about industry trends, market conditions, and competitor offerings. Provide feedback to management regarding customer preferences and market demands. Participate in ongoing training programs to enhance product knowledge and sales skills. Share insights and best practices with team members to improve overall performance. Local diploma or A Levels; bachelor's degree in business or related field is a plus. Strong interpersonal and communication skills. Knowledge of banking products and services. Ability to work in a target-driven environment. Attention to detail and strong organizational skills.
Roles & Responsibilities
Responsibilities :
1. Customer Engagement :
- Build and maintain strong relationships with customers.
- Provide excellent customer service and address inquiries regarding financial products and services.
- Actively engage in cross-selling and upselling financial products to meet sales targets.
2. Product Knowledge :
3. Sales Targets :
4. Documentation and Processing :
5. Compliance :
6. Problem Resolution :
7. Team Collaboration :
8. Market Research :
9. Training and Development :
Qualifications :
Tell employers what skills you have
Negotiation
CRM
Wealth Management
Lead Generation
Excellent Communication Skills
Management Skills
Leadership
Experimentation
Investments
Relationship Management
Career Development
Selling
Sales Process
Investment Management
Portfolio Management
Communication Skills
Presentation Skills
Consulting
Business Development
Sourcing
Create a job alert for this search
Management Associate • Islandwide, SG
Related jobs
ESR is seeking a driven and analytical Associate with minimum 4 years of investment experience to join the Group Investment Team.
The candidate will independently evaluate real estate investment opp...Show moreLast updated: 30+ days ago
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai.
Caxton Associates’ primary business is to manage client an...Show moreLast updated: 30+ days ago
What you’ll be doing : Be an expert in the suite of merchant solutions Shopline offers, and be able to identify which solutions solve the merchant’s needs Build and maintain the local me...Show moreLast updated: 30+ days ago
Working hours : Mon to Fri, 9 : 30am to 6 : 30pm.We are a family office for a local ship bunker in Singapore.We also have an investment arm that allows High Nett Worth individuals and institutions to in...Show moreLast updated: 30+ days ago Position : Associate, Partnership - SHOPLINE Singapore About SHOPLINE : SHOPLINE is Asia’s largest smart commerce platform.
With our customers in mind, we strive to deliver scalable comme...Show moreLast updated: 30+ days ago 
Associate, Group Investments
ESR GroupSingapore, Singapore, SGQuick Apply
Associate Portfolio Manager Program - Singapore
Caxton AssociatesSingapore, Singapore, SGQuick Apply
Associate / Senior Associate, Merchant Solution
SHOPLINESGQuick Apply
- Promoted
- New!
Virtual Travel Concierge – Trilingual Speaker in Malaysia
Ten GroupKulai, Johor, Malaysia Join Our APAC Team as a Mandarin & Cantonese-Speaking.Are you passionate about luxury travel and delivering unforgettable customer experiences?.
If so, Ten Group is looking for someone just like you...Show moreLast updated: 22 hours ago
- Promoted
Account Executive
TransferMate Inc.Kulai, Johor, Malaysia CluneTech – was established in 2010 when we began working with regulators around the world to secure licenses to operate as a.
With a global payments network covering 200+ countries and territories,...Show moreLast updated: 12 days ago
Client Relationship - Investments
Flintex Consulting Pte LtdSignapore, 01, sgQuick Apply
Partnership Associate
SHOPLINESingapore, Singapore, SGQuick Apply
- Promoted
Kami sedang mencari guru les privat Digital Marketing di Batam
SuperprofBatam, ID Superprof adalah sarana untuk berbagi ilmu dan pengetahuan yang menghubungkan mereka yang ingin belajar dan mereka yang ingin mengajar.
Superprof didirikan pada bulan Agustus 2013 dan diluncurkan di...Show moreLast updated: 30+ days ago
- Promoted
Tax Senior Associate
ACCA CareersSkudai, Johor, Malaysia Top 15 largest in Malaysia by Malaysia Survey of International Accounting Bulletin, with office presences in Malaysia to provide a diverse spectrum of business solutions and consulting services to ...Show moreLast updated: 30+ days ago
- Promoted
- New!
Business Intelligence Analyst
The Lifetime Value Company Costa RicaKulai, Johor, Malaysia Analyst to join our growing team to influence strategy and improve decision making throughout the company.We are looking for self-starters who attack business problems with curiosity and effectivel...Show moreLast updated: 16 hours ago
- Promoted
- New!
Accounts Staff - Johor based (full time remote)
CR Consultancy Pte LtdKulai, Johor, Malaysia Please do not apply if you do not have experience in bookkeeping / accounting.If you meets all the criteria stated below and interested in this role, please email your resume (English version) to ...Show moreLast updated: 16 hours ago
- Promoted
- New!
Accountant
Celestica Inc.Kulai, Johor, Malaysia Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Accounting Analyst will work closely with the Financial Shared Services and Site Finance, Site Management t...Show moreLast updated: 22 hours ago
- Promoted
- New!
Business Intelligence Analyst
The Lifetime Value Co.Kulai, Johor, Malaysia Analyst to join our growing team to influence strategy and improve decision making throughout the company.We are looking for self-starters who attack business problems with curiosity and effectivel...Show moreLast updated: 16 hours ago
- Promoted
- New!
(Senior) Product Manager, Cards
ReapKulai, Johor, Malaysia Reap is a global financial technology company headquartered in Hong Kong with employees across multiple countries.We enable financial connectivity and access for businesses worldwide by combining t...Show moreLast updated: 16 hours ago
- Promoted
- New!
Regional Lead, Member Engagement and Experience (MEE) - Europe
IFACKulai, Johor, Malaysia Regional Lead, Member Engagement and Experience (MEE) - Europe.During 2024 IFAC shifted its strategic focus to maximizing member value and experience.
The Member Value Proposition (MVP) was created ...Show moreLast updated: 16 hours ago
- Promoted
- New!
Consultant, Marketing Services, Advisors and Consulting Services
MastercardKulai, Johor, Malaysia Consultant, Marketing Services, Advisors and Consulting Services – Mastercard.Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.
Mastercard Advisors is the leading global professional servic...Show moreLast updated: 16 hours ago
- Promoted
- New!
Back of House Retail Associate - Nike (Johor Premium Outlets)
NikeKulai, Johor, Malaysia To work in retail is to be the face of Nike, Inc.With a relentless focus on product knowledge and customer service, Nike Retail teams give valuable experiences to consumers every day.Across the glo...Show moreLast updated: 22 hours ago
- Promoted
- New!
Senior Client Success Manager Inbound Leads
Fintech News Malaysia - part of Fintech News NetworkKulai, Johor, Malaysia Senior Client Success Manager Inbound Leads.Direct message the job poster from Fintech News Malaysia - part of Fintech News Network.
Interested in the Fintech industry? Are you a great sales and mar...Show moreLast updated: 16 hours ago
- Promoted
- New!
Account Executive
ECOS LINK SOLUTIONS SDN BHDKulai, Johor, Malaysia Get AI-powered advice on this job and more exclusive features.Direct message the job poster from ECOS LINK SOLUTIONS SDN BHD.
Chief Operating Officer in Ecos Link Solutions.To manage the day-to-day ...Show moreLast updated: 22 hours ago
- Promoted
- New!
Business Analyst WFH
UBASE AsiaKulai, Johor, Malaysia We are looking for a detail-oriented and analytical.The ideal candidate will be proficient in Traditional Mandarin (speaking, reading, and writing) and skilled in transforming data into actionable ...Show moreLast updated: 16 hours ago