Investment Client AdvisorID:36518
8,500 SGD ~ 12,000 SGDCity3日 ago概述
薪资
8,500 SGD ~ 12,000 SGD
产业类别
Finance(Other)
工作内容
Our client is a Japanese company that provides a range of comprehensive financial products and services. They are currently hiring for an Investment Client Advisor.
【 Responsibilities 】
- Building and maintaining long-term relationships with high-net-worth clients
‐ Assessing clients’ asset status, investment needs, and risk tolerance
- Developing and proposing customized investment strategies and portfolios
- Selling financial products such as equities, bonds and mutual funds.
- Rebalancing portfolios based on market trends and economic conditions
- Explaining financial products and providing related materials and presentations
- Collaborating with internal investment strategy and product development teams
- Expanding the client base through new client acquisition and referrals
资格
应征条件
【 Requirements & Preferences 】
(Must)
- Bachelor’s Degree.
- CMFAS holder
-Minimum of 5 years' experience in a related role within private banking
(Advantageous)
- Work experience in a Japanese company.
- CFA/CFP holder英文
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其他语言
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附加信息
福利制度
【 What they are offering 】
- Variable Bonus (Depends on Company and Individual performance)
- Annual Leave: 21 days
- Medical Leave: 14 days
- Medical Benefits工作时间
8:30 ~ 17:30
假日
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职业类别
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