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Client Relationship Consultant

2 months ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time
Roles & Responsibilities

What do you think about a job that provides you with:


• Flexible hours. Have the freedom to plan your own work schedule


• Opportunity to engage with different levels of market


• Achievable high income goals


• For professionals looking for career change and work-life balance, matching salary plus attractive bonuses


• Personal development plans. Designed with considerations of your individual strengths and business needs.


• Fast career track to management path


• Comprehensive training program on financial skills and knowledge


• Competitive compensation package with attractive bonuses and incentive trips


If you answered YES to these, then this is the RIGHT JOB for YOU


The role as a Client Relationship Consultant will be to develop & maintain good relationsips with clients and learn to expand your network with them on various financial matters.


Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.



Responsibilities


- Learn and map out investment objectives for clientele using their Cash portfolio.


-Trainee will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.


- Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc


- Build long term relationships with clients


- Underwrite, analyse and close finance deals.



About You...


• Independent, driven and resourceful


• Aspires to be an entrepreneur and have the energy, drive and ambition to succeed


• An interest or knowledge in business finance/management will be an added advantage


• A positive attitude and willingness to learn


• Relevant experience is a plus as training will be provided


• Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent



Tell employers what skills you have

Wealth Management
Sales
Asset Management
Investment Analysis
Interpersonal Skills
Investment Management
Versatility
Communication Skills
Team Player
Personal Development