Jobs

    HNW Client Advisor - Singapore - GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.

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    Description
    Roles & Responsibilities

    Job Order: 401769

    Responsibilities

    • To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
    • To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products
    • In consultation with the PB team manager/branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
    • To participate in marketing and promotional activities for customer acquisition.

    Requirements

    • 3 years of relevant experience in relationship management within the banking/financial wealth management space dealing with HNW clients
    • Recognised university degree and possess CMFAS certification (M1, M5, M6, M6A, M8, M8A, M9, M9A & HI).

    We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

    Please kindly refer to the Privacy Policy of Good Job Creations for your reference:

    EA Personnel Name: Tan Gabriel

    EA Personnel Reg. No.: R

    EA Licence No.: 07C5771

    Tell employers what skills you have

    Wealth Management
    Talent Management
    Managed Services
    Talent Acquisition
    Outsourcing
    Customer Relationships
    Working With Clients
    Relationship Management
    Trend Analysis
    Customer Acquisition
    Market Intelligence
    Accountability
    Financial Analysis
    Screening
    Sourcing

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