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Open nowPosted 20 days ago

Permanent Client Associate at Somerset, $5,000 – $15,000 (Flexible timing)

MyCareersFuture94,028 open roles

Pay
SGD 5,000 – SGD 15,000 a month
Where
Singapore
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Your applicationOpen nowPermanent Client Associate at Somerset, $5,000 – $15,000 (Flexible timing)MyCareersFuture · Singapore

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  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 20 days ago

The posting

By submitting your application for this position, you consent to the collection, use, and disclosure of your personal data by SHRC and its recruitment partners, including Employment and Employability Institute Pte Ltd, for the purpose of i) employment facilitation and ii) data and statistical analysis. You may find out more information on the PDPA policies at [https://successhrc.com.sg/data-protection-notice/] and [https://www.e2i.com.sg/pdpa/].

- Permanent

- $5,000 – $15,000

- Mon - Fri: 9am – 6pm (Flexible timing)

- Somerset

Job 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

Period:

  • Permanent

Working Hours:

  • Mon - Fri: 9am – 6pm (Flexible timing)

Salary:

  • $5,000 – $15,000

Location:

  • Somerset

Job 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

Interested applicants, kindly email your detailed resume (MS Word format is preferred): [email protected] (Registration no: R2198469)

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

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