Client Relationship Specialist

4 days ago


Singapore SPO - JiaHao Full time

SPO - JiaHao is a leading financial services provider looking for a talented Financial Portfolio Manager to join our team. As a Wealth Manager, you will play a key role in helping clients plan and manage their financial portfolios.

About the Role:

  • Provide tailored wealth management solutions to meet the financial goals of clients
  • Offer exceptional customer service and a premium advisory experience

Your Qualifications:

  • A minimum Diploma from a locally recognized polytechnic or equivalent qualification (including overseas certifications)
  • No prior experience is required; comprehensive training will be provided
  • Bonus qualifications include RES5, M9, M8/M8A, HI certifications
  • You must be driven, passionate, and eager to succeed in the financial industry

Benefits:

  • Cold market opportunities for career advancement
  • International business opportunities with a global reach
  • Flexible working hours to achieve a better work-life balance
  • A supportive team and multiple platforms to aid your success
  • Ongoing career progression with no limitations


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