Permanent Client Associate at Somerset, $5,000 – $15,000 (Flexible timing)

Roles & Responsibilities

By submitting your application for this position, you consent to the collection, use, and disclosure of your personal data by SHRC and its recruitment partners, including Employment and Employability Institute Pte Ltd, for the purpose of i) employment facilitation and ii) data and statistical analysis. You may find out more information on the PDPA policies at [https://successhrc.com.sg/data-protection-notice/] and [https://www.e2i.com.sg/pdpa/].

- Permanent

- $5,000 – $15,000

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

- Somerset

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:

• Somerset

Job 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): amirah@successhrc.com.sg (Registration no: R2198469)

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
Long-term Customer Relationships
Regulatory Compliance
Financial Planning
Financial Advice
Tax
Financial Assessments
Personal Financial Planning
Consultation
Analytical and Problem-Solving Skills
Portfolio Management
financial products
Savings
Retirement Planning
Customer Service
Financial Education
Insurance
Able To Work Independently