Finance Portfolio Associate

2 weeks ago


Singapore Career Craft Pte. Ltd. Full time

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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