Permanent Accounts Manager / Client Sales Manager at Habourfront, $5,000 – $15,000 (Flexible timing)

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking Financial Advisors to conduct client assessments and develop tailored financial plans. The role involves monitoring portfolios and ensuring compliance with legal regulations. Candidates with no experience are welcome to apply, making it an excellent opportunity for recent graduates. The position offers flexible working hours and a salary range of $5,000 – $15,000.

Qualifications

• Open to candidates with no experience.
• 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.
• Develop tailored financial plans covering various strategies.
• Monitor and review clients' portfolios regularly.
• Communicate complex financial information clearly.
• Ensure compliance with legal and regulatory requirements.

Skills

Interpersonal skills

Analytical skills

Problem-solving skills

Communication skills

Teamwork

Education

Minimum GCE A level

Tools

Microsoft Office

Job description

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

Details

• Period: Permanent
• Working Hours: Mon - Fri: 9am – 6pm (Flexible timing)
• Salary: $5,000 – $15,000
• Location: Habourfront

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

Application

Interested applicants, kindly email your detailed resume (MS Word format is preferred): [e-mail] (Registration no: R2198989)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

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