Financial Portfolio Specialist
1 day ago
In your role as a Financial Portfolio Specialist at WHITE SOCIETY PTE. LTD., you will represent a top Global Bank, taking on the challenging responsibility of managing and constructing financial portfolios for our esteemed clients.
Key Responsibilities:
- Portfolio Construction and Management: Utilize your expertise to craft tailored investment solutions for our high net worth and mass affluent clients.
- Clients Relationship Management: Foster and maintain strong relationships with existing clients, providing them with exceptional service and ensuring their satisfaction.
- Wealth Management Tools Introduction: Educate clients on various wealth management tools, empowering them to make informed investment decisions.
- Business Development: Drive business growth by identifying new opportunities and developing strategies to onboard new clients.
- Training and Professional Development: Participate in regular training sessions provided by internal trainers and external experts from renowned firms like JP Morgan, Goldman Sachs, and BlackRock.
Requirements:
- Go-Getter Attitude: Demonstrate an unwavering enthusiasm for success and a commitment to achieving outstanding results.
- Excellent Communication Skills: Possess the ability to effectively communicate complex ideas and build rapport with clients.
- Team Player: Work collaboratively with colleagues to drive business objectives forward.
- Local Diploma / Full 'A' Level Cert / Degree: Hold a recognized qualification in a relevant field.
- Wealth Management or Sales Background: An advantage for candidates with prior experience in these areas.
Compensation Package:$8,500 - $12,000 per month, commensurate with experience, plus comprehensive benefits package, including training allowance, professional development opportunities, and a dynamic work environment.
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