
Financial Portfolio Manager
3 days ago
We are seeking a skilled and motivated professional to manage wealth and risk portfolios for clients.
- Develop effective financial strategies to meet client objectives.
- Build strong relationships through exceptional customer service and communication.
- Stay up-to-date with industry trends to provide expert advice.
To be successful, you will need:
- A Level, Diploma or Degree in a relevant field (Entry-level candidates welcome).
- M5, M8, M8A, M9, M9A and HI certifications are advantageous.
- Singapore Citizenship and above 21 years old (required by regulatory requirements).
You will enjoy:
- A proven client acquisition model.
- Strategic partnerships with professional organizations.
- Unlimited leads.
- Robust administrative support.
- A 1-to-1 mentoring system.
We partner with:
- DBS.
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