Permanent Accounts Manager

2 weeks ago

Singapore SUCCESS RESOURCE CENTRE PTE. LTD. Full time
Roles & Responsibilities

- Permanent

- $5,000 – $15,000

- Mon - Fri: 9am – 6pm (Flexible timing)

- Habourfront

Job Responsibilities:

  • Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives
  • Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization
  • Recommend suitable financial products and investment opportunities based on clients' needs and risk profiles
  • Monitor and review clients' portfolios regularly, adjusting strategies as market conditions or client objectives change
  • Communicate complex financial information clearly and provide ongoing education to clients
  • Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients
  • Foster and grow long-term relationships with clients by delivering attentive, responsive service
  • Ensure compliance with legal and regulatory requirements in all aspects of financial advisory
  • Collaborate with other professionals (accountants, legal advisors, etc.) as needed to offer clients holistic solutions

Period:

  • Permanent

Working Hours:

  • Mon - Fri: 9am – 6pm (Flexible timing)

Salary:

  • $5,000 – $15,000

Location:

  • Habourfront

Requirements:

  • Open to candidates with no experience
  • Minimum GCE A level
  • Excellent interpersonal and communication skills
  • Ability to work independently and as a team player
  • Strong analytical and problem-solving skills
  • Proficient in Microsoft Office applications

Interested applicants, kindly email your detailed resume (MS Word format is preferred):
(Registration no: R )

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Resource Centre Pte Ltd (EA License Number: 04C3201)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore

T: | W:

Tell employers what skills you have
Microsoft Office
Investment Strategies
Ability To Work Independently
Tax
MS Excel
Investments
financial assessments
Attentive
MS Word
Compliance
Portfolio Management
Communication Skills
Financial Advisory
Team Player
Regulatory Requirements
Retirement

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