$6500 + AWS + VB + allowance
5 working days, Mon – Fri, normal office hours
Location: North
Responsibilities
- Conduct comprehensive financial assessments for clients.
- Build and maintain strong client relationships through effective communication.
- Understand clients’ financial goals, risk tolerance, and investment preferences.
- Develop personalized investment strategies based on clients’ objectives.
- Provide guidance on asset allocation and investment product selection.
- Assess clients’ insurance needs and provide recommendations.
- Offer guidance on life, health, and other insurance products.
- Create comprehensive wealth management plans aligned with clients’ goals.
- Any other ad-hoc duties assigned
Requirements
- Bachelor’s degree in relevant fields or equivalent.
- Minimum 3 years of relevant experience.
- Proficient in Microsoft offices and computer skills
- Excellent communication and interpersonal skills
Competitive remuneration package will be offered to the shortlisted candidate.
Interested candidates, please send your updated CV in MS Words format stating your last drawn salary, expected salary, notice period and reason for leaving last / past employment(s) and email to recruit@caed.com.sg for priority processing.
To find out more job opportunities, visit Career Edge Asia at www.caed.com.sg for all job listings.
Please connect us via LinkedIn as follows for efficient messaging:
https://www.linkedin.com/in/career-edge-asia-pte-ltd-558a18139/?originalSubdomain=sg
Do Join us at TELEGRAM by searching “CAREER EDGE JOB OPPORTUNITIES” to receive fast job alert!
Attn: Jace Tay (Registration No.: R1331152)
CAREER EDGE ASIA PTE LTD
EA Licence Number: 13C6678
To find out more job opportunities, visit Career Edge Asia at www.caed.com.sg for all job listings.
Email: recruit@caed.com.sg
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More Information
- Salary Offer $3000-$6500
