Client Associate

Success Human Resource Centre Pte Ltd; Singapore; On-site; SGD 56,000 - 167,000; Full time

Job summary

Success Resource Centre Pte Ltd in Singapore is hiring a permanent Financial Advisor to assess clients’ finances and craft tailored plans covering investments, savings, retirement, insurance, and tax optimization. You will present suitable products, monitor portfolios, educate clients, and maintain regulatory compliance while building long-term relationships at the Somerset office.

The role offers a Monday–Friday schedule from 9am to 6pm with a salary range of SGD 5,000 to SGD 15,000, depending

Qualifications

• 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.

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

Skills

Interpersonal skills

Communication

Analytical thinking

Team player

MS Office

Education

GCE A level

Tools

Microsoft Office

Job description

- Permanent
- $5,000 – $15,000
- Mon - Fri: 9am – 6pm (Flexible timing)
- Somerset

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

Period:

• Permanent

Working Hours:

• Mon - Fri: 9am – 6pm (Flexible timing)
• $5,000 – $15,000

Location:

• Somerset

Job 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

Success Resource Centre Pte Ltd(EA License Number:04C3201)
160 Robinson Road, #13-07/08/09 SBF Center, Singapore 06891
T: 6337 3183 | W: www.successhrc.com.sg