Portfolio Manager

7 days ago

Raffles, Singapore Credence Full time

**Responsibilities**:
**Provide financial advice and guidance to clients**
- Develop and implement personalized financial plans for clients
- Analyze and evaluate clients' financial situations, including income, expenses, assets, debts, and investment preferences
- Recommend financial products and services to clients based on their individual needs and risk tolerance
- Monitor clients' investments and adjust portfolios as needed
- Educate clients on financial concepts and strategies
- Build and maintain long-term relationships with clients
- Keep up-to-date on financial markets, regulations, and products
- Collaborate with other professionals, such as lawyers and accountants, to provide comprehensive financial planning services
- Meet with potential clients to discuss their financial goals and determine if services are appropriate.

**Requirements**:

- Minimum Local Diploma
- Self-driven individual who thrives in a fast-paced environment
- No experience required

**Salary**: $2,500.00 - $4,000.00 per month

**Benefits**:

- Flexible schedule
- Work from home

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Work Location: In person

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