Investment Specialist

JFES CONSULTANCY & ADVISORY PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading financial consultancy in Singapore seeks candidates to support clients in achieving their financial goals. The role emphasizes client relationship management, portfolio review, and customization of financial solutions, offering flexible work arrangements and ongoing training to enhance professional development.

Benefits

Flexibility and work-life balance

Continuous training and development

Opportunity to make a difference in clients' lives

Cultivation of entrepreneurial aspirations

Qualifications

• Bachelor's degree required.
• Strong skills in customer relationship management.
• CMFAS certification preferred.

Responsibilities

• Establish clients' financial goals.
• Protect families and their loved ones' futures.
• Build clients' wealth.
• Customize solutions for financial success.
• Review client portfolios regularly.

Skills

Customer Relationship Management

Education

Bachelor Degrees

Job description

Role:

• Establish clients' financial goals
• Protect the future for families and their loved ones
• Build clients' wealth and prepare them for longevity
• Customise solutions to help clients achieve their financial goals
Regularly review clients' financial portfolio

Benefits：

• Making a difference in other's lives
• Flexibility and work-life balance
• Cultivate your entrepreneurial aspirations
Continuous training and development

Requirements:

• Bachelor Degrees
• Good in Customer Relationship Management
• If you have CMFAS certifications will be advantage