Client Service Associate

1 day ago

Temasek Boulevard, Singapore Obalixx Pte Ltd Full time

**Responsibilities**:

- Ensure that all client accounts and activities comply with legal, compliance and regulatory requirements
- Continuously adhere to internal policies & procedures and escalate where necessary
- Assist the Direct Manager to provide wealth management solutions / advice to New and Existing clients
- Assessing client’s financial situation by going through cashflow statements, net worth statements
- Understanding client’s goals and objectives and assisting them in appropriate financial and investment solutions
- Going through investment policy statements with clients and understand their risk profile, time horizon, portfolio asset allocation
- Recommending suitable financial products to address the needs, through various instruments provided by the company
- Monitoring financial markets and industry trends to ensure that existing clients’ portfolios are well taken care of

**Requirements**:

- Minimum Bachelor’s Degree or equivalent
- Preferably at least 1-year experience in Banking and Finance industry
- Sociable, Coachable, Good Interpersonal, Analytical and Communication Skills
- Have an interest in Monitoring, Trading, Planning and Analysing Market trends

**Job Types**: Full-time, Part-time
Part-time hours: 30 per week

**Salary**: $3,500.00 - $5,500.00 per month

**Benefits**:

- Dental insurance
- Employee assistance programme
- Employee discount
- Flexible schedule
- Health insurance
- Professional development

Schedule:

- Flexible hours
- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus

**Education**:

- Bachelor's or equivalent (preferred)

Work Location: In person
- Health insurance

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