Client Account Manager

Playmaker; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A dynamic financial services agency in Singapore is seeking individuals with a passion for financial planning to develop their careers. You'll gain insights into macro-market analysis, retirement strategies, and communication skills. Ideal candidates should have A level or Diploma qualifications, and the role includes extensive training and bonuses. Embrace a culture of collaboration while working towards your financial freedom.

Benefits

Onboard bonus of $1,500

Quarterly and yearly performance bonus up to 40%

Sponsored overseas trip opportunities

Financial certifications sponsorship

Qualifications

• Applicants must be 21 years old and above.
• Male applicants must have completed National Service.
• Undergraduates are welcome to apply.

Responsibilities

• Gain insights into macro-market analysis focusing on equity investment.
• Develop effective communication skills for client retention.
• Expand your professional network to enhance career prospects.

Skills

Communication skills

Leadership

Financial planning

Education

Minimum A level or local Diploma

Job description

Job Highlights:

• Enjoy a balanced work-life schedule that accommodates family commitments and personal growth.
• Thrive in a young, dynamic, and encouraging agency culture that fosters collaboration and innovation.
• Gain financial planning expertise to help clients and work towards your own financial freedom, supported by a rewarding remuneration structure.
• Develop leadership skills, grow your team, and mentor future top performers and cultivate your entrepreneurial aspirations.
• Benefit from extensive training and development opportunities to support your continuous professional learning and career advancement.
• Full control of your own productivity and income, and be rewarded for the values you create instead of the hours you commit at work.

You will:

• Gain insights into macro-market analysis with a focus on equity investment and dividend planning.
• Gain insights into inflation-proof retirement strategies through SRS and CPF planning.
• Gain insights into preserving generational wealth for Affluent and High Net Worth (HNW) individuals.
• Develop effective and proven communication skills for client interactions and retention.
• Acquire valuable soft skills to propel your career aspirations and expand your professional network.
• All-rounded support system designed to help you build and expand your client base with confidence.

Eligibility:

Minimum A level or local Diploma qualifications

Applicants must be 21yo & above

Male applicants must have completed NS

Undergraduates are welcomed

Comprehensive Renumeration:

1. Milestone reward of $200 per passing paper (cap at $800)
2. Income range between $3,500/mth to $6,000/mth
3. Onboard bonus of $1,500
4. Quarterly and Yearly performance bonus up to 40% of annual salary
5. Sponsored overseas trip opportunities
6. Obtain financial certifications (M9/M9A/RES5/HI) to enhance your professional credentials
7. Obtain Institute of Banking and Finance (IBF) Level 1 qualification