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Urgent! Client Relationship Consultant (Investment) Job Opening In Singapore, Singapore – Now Hiring SUMMIT PLANNERS CRUSADERS PTE. LTD.

Client Relationship Consultant (Investment)



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
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Required Skill Profession

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    Unlock Your Client Relationship Potential: Insight & Career Growth Guide


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