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

    -

  • 其他语言

    -

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

    -

  • 职业类别