Junior Sales Investment Manager - WHITE SOCIETY PTE. LTD.

Roles & Responsibilities

Job Description :

Our client is a leading top global bank seeking professional to drive business growth and build strong relationships with high-net-worth clients. You'll design and deliver customized investment solutions that address the complex needs of affluent individuals, helping them protect their assets and secure their financial future.

Key Responsibilities :

• Build and maintain relationships with high-net-worth individuals providing tailored investment strategies and solutions
• Expand the client base and meet sales targets
• Manage portfolio allocations, monitor performance, and adjust strategies as needed
• Stay informed about financial markets, industry trends, economic factors, and regulatory changes to offer up-to-date advice to clients

Requirements :

What to Expect :

Tell employers what skills you have

Negotiation

Investment Strategies

Microsoft Excel

Ability To Work Independently

Strategy

Mentorship

Bloomberg Terminal

Financial Modelling

Presentation Skills

Real Estate