Client Relationship Consultant (Investment)

SUMMIT PLANNERS CRUSADERS PTE. LTD.; Singapore; Hybrid; SGD 80,000 - 100,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a Client Relationship Consultant (Investment) to develop strong client relationships and manage investment portfolios. The ideal candidate will have a diploma or degree, possess strong interpersonal and communication skills, and be motivated to achieve results. Comprehensive training will be provided, making this an excellent opportunity for entry-level candidates. Flexible working hours and a competitive salary package are offered.

Benefits

Flexible working hours

Competitive compensation package

Attractive bonuses

Incentive trips

Training programme

Qualifications

• Minimum education of diploma from local polytechnics or recognized degree in any field.
• Self-motivated, disciplined, and result-oriented.
• Good interpersonal and communication skills to relate with different people.

Responsibilities

• Learn and chart out investment objectives for clients using CPF and Cash portfolios.
• Develop and implement business plans and marketing strategies.
• Source and develop a network of high-net-worth clients.

Skills

Good interpersonal skills

Communication skills

Self-motivated

Result oriented

Education

Diploma from Local (Singapore) Polytechnics or Recognised Degree

Job description

Overview

Job Title: Client Relationship Consultant (Investment)

The role as a Client Relationship Consultant (Investment) will be to develop good relations with clients and learn to expand your network with them on various financial matters. Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc. Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc)

Job Highlights

• Highest Remuneration
• Flexible working hours. Have the freedom to plan your own work schedule.
• We offer a competitive compensation package with attractive bonuses and incentive trips.
• A multifaceted training programme (including investments, neuro-linguistic programming, leadership, etc.) will be provided for career progression.
• Opportunity for advancement in your career solely based on your performance
• Allowance scheme and performance bonus to jump-start your career
• Family-oriented working culture
• Strong support and guidance

Job Responsibilities

• Learn and chart out investment objectives for clients using their CPF and Cash portfolios.
• Develop and implement business plans and marketing strategies to achieve the business target
• Source and develop a network of high-net-worth clients
• Conduct Financial Needs Analysis and recommend appropriate solutions
• Provide recommendation to help clients meet their financial goals and needs
• Conduct fact find, customer needs analysis and provide financial solutions to clients and close finance deals.
• Service and review financial portfolios in maintaining a long-term customer relationship

About You

• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent
• Self motivated, disciplined and result orientated
• Good interpersonal skills and communication skills to relate with different people
• An interest or knowledge in business finance/management will be an added advantage
• A positive attitude and willingness to learn
• Entry level candidates without prior experience are welcome (Training and coaching will be provided for all required candidates)

Monthly Salary: $4000 to $15000