Accounts Manager / Client Sales Manager

Success Human Resource Centre; Singapore; On-site; SGD 55,800 - 167,400; Full time

Job summary

Success Human Resource Centre Pte Ltd. is seeking candidates for a permanent role involving comprehensive financial assessments and developing tailored financial plans. This position, based in Habourfront, offers a flexible working schedule and the opportunity to build long-term relationships with clients while ensuring legal compliance.

Applicants with GCE A levels and strong interpersonal skills are encouraged, even if they lack experience. This role provides a pathway into financial advisory with ongoing support and education.

Qualifications

• Open to candidates with no experience.
• Strong analytical and problem-solving skills required.
• Excellent interpersonal and communication skills are essential.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans covering various aspects.
• Recommend suitable financial products based on clients’ needs.
• Monitor and review clients’ portfolios regularly.
• Communicate complex financial information clearly.
• Foster long-term relationships with clients.
• Ensure compliance with legal and regulatory requirements.

Skills

Interpersonal and communication skills

Analytical and problem-solving skills

Proficiency in Microsoft Office

Education

Minimum GCE A level

Job description

Employment Type: Permanent

Salary: $5,000 – $15,000

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

Location: Habourfront

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

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