Investment Specialist

2 weeks ago

Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time

Please refer to the JD:
Investment Specialist

THE OPPORTUNITY

**We are seeking driven talents to join our team as a Investment Specialist. This position requires you identify trends, develop and implement sales strategies and to provide guidance and advisory to your clients. You will be part of a performance driven team with opportunities to learn and grow your skill sets.
**Top reasons to join us**:

- An exciting, dynamic, and growing team
- We offer a competitive compensation package with attractive bonuses and incentive trips
- Development and room for advancement
- Personal mentor-ship with various accomplished lifetime Million Dollar Round Table, Court of Table, Top of Table members to impart their valuable expertise
- Flexible hours. Perfect for motivated professionals who value work life balance.

**Responsibilities**:

- Provide Investment advisory and asset allocation services
- Assist clients on wealth planning and preservation through various tools and services
- Develop & maintaining business relationship with target clients, bring in new clients and new AUM to the firm
- Primarily responsible for asset allocation, selection and monitoring of client investment portfolio
- Providing a holistic view of the entire Investment cycle including risk assessment, product solution and basis of recommendation
- Ensuring the investment approach is consistent for client with similar objectives

**To be successful in this role **

1. An individual who doesn't just work hard...but **works from the HEART**

2. A bachelor's degree or polytechnic diploma

3. Strong entrepreneurship mind-set and a " **can do **" attitude

4. **Winner **You will experience being an overachiever and know how to stay and work hard. You will probably be earning **SGD$120K **within your first year.

5. English and Mandarin speaking preferred

Monthly

$4,000 to $15,000

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