Finance Portfolio Associate
1 week ago
Company
Career Craft Pte. Ltd.
- careercraft.sg
Designation
Finance Portfolio Associate
Date Listed
23 Apr 2025
Job Type
Entry Level / Junior Executive
- Full/Perm
Job Period
Immediate Start - Flexible End
Profession
Professional Services
Industry
Finance
Location Name
Raffles Place, Raffles Place MRT Station (NS26/EW14), Singapore
- Work from Home
Address
5 Raffles Pl, Singapore 048618
Map
Allowance / Remuneration
$3,550 - 4,800 monthly
Company Profile
As a Junior Finance Portfolio Associate in Investment, you will be key in providing high-quality, personalized advice on wealth management and investment strategies. Partnering with an immigration consultancy firm or a reputable agency, you will gain access to an extensive pool of guaranteed high-net-worth clients, enabling you to focus on building strong relationships and delivering tailored financial solutions. This collaboration offers unique opportunities to address globally mobile clients' sophisticated financial planning needs, ensuring their wealth is expertly managed across borders while meeting their long-term goals.
**Responsibilities**:
- Acquire clients through guaranteed in-house generative leads and guided leads.
- Prepare comprehensive financial reports tailored for high-net-worth clients.
- Develop and propose customized solutions to meet clients' financial and investment needs.
- Maintain and review financial portfolios to foster long-term customer relationships.
**Job Description**:
Job Requirements:
- Qualifications: Applicants must have completed an “A” Level, Local diploma, or a Bachelor's Degree in any field.
- Skills and Attributes: - Exceptional communication and interpersonal skills.
- Proven ability to engage positively with clients and colleagues.
- Genuine enthusiasm and interest in investment and financial concepts.
- Experience: - Previous experience in banking or the financial sector is advantageous but not mandatory.
Job Requirements:
- Qualifications: Applicants must have completed an “A” Level, Local diploma, or a Bachelor's Degree in any field.
- Skills and Attributes: - Exceptional communication and interpersonal skills.
- Proven ability to engage positively with clients and colleagues.
- Genuine enthusiasm and interest in investment and financial concepts.
- Experience: - Previous experience in banking or the financial sector is advantageous but not mandatory.
Application Instructions
EA personnel: Ong Ping Tiong
EA personnel Reg No: R25127323
EA License No: 24C2562
Agent Note This position is posted on behalf of a client by a third party agent.
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