Finance Portfolio Specialist (Junior/Senior $4,500-$7,500) bonus, incentives)

CAREER CRAFT PTE. LTD; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Finance Portfolio Specialist to provide personalized wealth management advice. This role involves building strong client relationships and delivering tailored financial solutions to high-net-worth individuals. You will have the opportunity to work with guaranteed leads and develop customized investment strategies that meet the sophisticated needs of globally mobile clients. If you have a passion for finance and exceptional interpersonal skills, this position offers a unique chance to grow in a dynamic environment focused on client success.

Qualifications

• Minimum educational requirement is A Level, diploma, or Bachelor's Degree.
• Skills in communication and client engagement are essential.

Responsibilities

• Acquire clients through in-house leads and prepare financial reports.
• Develop customized solutions for clients' financial needs.

Skills

Exceptional communication skills

Interpersonal skills

Client engagement

Interest in investment concepts

Education

A Level

Local diploma

Bachelor's Degree

Job description

As a Finance Portfolio Specialist in Investment, you will play a key role in providing high-quality, personalized advice on wealth management and investment strategies. Partnering with an immigration consultancy firm, you will gain access to an extensive pool of guaranteed high-net-worth clients, enabling you to focus on building strong relationships and delivering tailored financial solutions. This collaboration offers unique opportunities to address the sophisticated financial planning needs of globally mobile clients, ensuring their wealth is expertly managed across borders while meeting their long-term goals.

Responsibilities:

1. Acquire clients through guaranteed in-house generative leads and guided leads.
2. Prepare comprehensive financial reports tailored for high-net-worth clients.
3. Develop and propose customized solutions to meet clients' financial and investment needs.
4. Present clients' overall financial portfolios to support immigration applications.
5. Maintain and review financial portfolios to foster long-term customer relationships.

Job Requirements:

1. Qualifications: Applicants must have completed an “A” Level, Local diploma, or a Bachelor's Degree in any field.
2. Skills and Attributes:

• Exceptional communication and interpersonal skills.
• Proven ability to engage positively with clients and colleagues.
• Genuine enthusiasm and interest in investment and financial concepts.

Experience: Previous experience in banking or the financial sector is advantageous but not mandatory. Fresh graduates and candidates without prior experience are encouraged to apply.

We regret that only shortlisted candidates will be notified.

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323

EA License No: 24C2562