3567 - Financial Associate

3 weeks ago


Singapore THE HR ECOLOGY PTE. LTD. Full time
Roles & Responsibilities

Benefits:

  • Travel incentive
  • Flexible working days & time
  • Work from home
  • Salary: $3000 - $5000 + Uncapped Comms + Attractive Rewards + Flexible Income Structure
  • Location: Central


Job Description:


  • Actively identify, develop and convert business opportunities from new and existing clients
  • Demonstrate an in-depth understanding of clients’ business and source of wealth generation
  • Ensure coverage of all relationships through client engagement, risk profiling and financial planning
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth
  • Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
  • Plan and prioritize activities to maximize revenue growth and client satisfaction
  • Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
  • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism



Requirements:


  • Minimum with local Diploma



Interested applicants can send your resume to Whatsapp 89503567 (Jennifer) and allow our consultant to match with our clients.





Jennifer Tay (R22111564)

The HR Ecology Pte Ltd



Tell employers what skills you have

Wealth Management
Investment Strategies
Tolerance
Literacy
Financial Planning
Recruiting
Wealth
Risk Management
Marketing
Ecology
Compliance
Revenue Growth
Regulatory Requirements
Retirement
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