Main Responsibilities:
- Understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
- Acquire Clients & manage existing relationships. (Mainly hunter)
- Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
- Customize portfolio proposals for clients through allocation of client funds
- Responsible for complying with regulatory compliance as set out by relevant authorities.
Qualifications & Requirements:
- 10 years of experience preferred
- Previous client relationship management skills
- Bachelor degree or above in business related major
We apologize that only shortlisted candidates will be contacted. Thank you
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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA Registration No. R1653100 (Goh Jia Zhen Crystal)
