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


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

Other General


  • Job Details

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Unlock Your Client Relationship Potential: Insight & Career Growth Guide


Real-time Client Relationship Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Client Relationship in Singapore, Singapore, highlighting market share and opportunities for professionals in Client Relationship roles.

2219 Jobs in Singapore
2219
2021 Jobs in Singapore
2021
Download Client Relationship Jobs Trends in Singapore and Singapore

Are You Looking for Client Relationship Consultant (Investment) Job?

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The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at SUMMIT PLANNERS CRUSADERS PTE. LTD. adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying Singapore laws and regulations

What Is the Average Salary Range for Client Relationship Consultant (Investment) Positions?

The average salary range for a varies, but the pay scale is rated "Standard" in Singapore. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for Client Relationship Consultant (Investment)?

Key qualifications for Client Relationship Consultant (Investment) typically include Other General and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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Interview Tips for Client Relationship Consultant (Investment) Job Success

SUMMIT PLANNERS CRUSADERS PTE. LTD. interview tips for Client Relationship Consultant (Investment)

Here are some tips to help you prepare for and ace your Client Relationship Consultant (Investment) job interview:

Before the Interview:

Research: Learn about the SUMMIT PLANNERS CRUSADERS PTE. LTD.'s mission, values, products, and the specific job requirements and get further information about

Other Openings

Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

Dress Professionally: Choose attire appropriate for the company culture.

Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

During the Interview:

Be Punctual: Arrive on time to demonstrate professionalism and respect.

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Final Thought:

To prepare for your Client Relationship Consultant (Investment) interview at SUMMIT PLANNERS CRUSADERS PTE. LTD., research the company, understand the job requirements, and practice common interview questions.

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