Clientele Relationship Consultant

4 days ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

Job Title: Clientele Relationship Consultant (Investment)

The role as a **Clientele Relationship Consultant (Investment) **will be to develop good relations with clients and learn to expand your network with them on various financial matters. Manage and make critical decisions on client’s investment portfolio, advice on matters relating to asset management - mortgage financing etc.
Understand and balance risk vs rewards across different financial instruments (from bonds to derivatives like options/futures etc)

**Job Highlights**:

- Highest Remuneration
- Flexible working hours. Have the freedom to plan your own work schedule.
- We offer a competitive compensation package with attractive bonuses and incentive trips.
- A multifaceted training programme (including investments, neuro-linguistic programming, leadership, etc.) will be provided for career progression.
- Opportunity for advancement in your career solely based on your performance
- Allowance scheme and performance bonus to jump-start your career
- Family-oriented working culture
- Strong support and guidance

**Responsibilities**:

- Learn and chart out investment objectives for clienteles using their CPF and Cash portfolios.
- Managers will also be taught to utilise DISC Personality Assessment and Enneagram to improve your communication with clients.
- Develop and implement business plans and marketing strategies to achieve the business target
- Source and develop a network of high-net-worth clients
- Conduct Financial Needs Analysis and recommend appropriate solutions
- Provide recommendation to help clients meet their financial goals and needs
- Conduct fact find, customer needs analysis and provide financial solutions to clients and close finance deals.
- Service and review financial portfolios in maintaining a long-term customer relationship

**About You**
- Minimum Education of Diploma from Local (Singapore) Polytechnics only or Recognised Degree in any field or equivalent
- English and Mandarin speaking preferred
- Self motivated, disciplined and result orientated
- Good interpersonal skills and communication skills to relate with different people
- An interest or knowledge in business finance/management will be an added advantage
- A positive attitude and willingness to learn

Monthly Salary:
$4000 to $15000

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