Client Relationship

4 days ago

Central Region, Singapore People Profilers Pte Ltd Full time $80,000 - $120,000 per year

Responsibilities

  • To develop partnership agreements with external partners to develop new channels of distribution.
  • To engage individuals to be distributors of the company investment products by joining the client's Associate Program.
  • Responsible to maintain long-term relationships with the referrals and clients. Act as the main point of contact for addressing inquiries and resolving issues.
  • Conduct regular meetings with clients to keep up-to-date on their investments, and to adjust existing solutions when the need arises.
  • The candidate must connect with their own network of accredited investors for the investment of our products.
  • Communicate with clients to identify their business challenges and expectations.
  • Required to travel overseas to meet clients, attend events, and support business development efforts.

Requirements

  • Bachelor's degree in Finance, Economics or related field
  • Candidate must already have a pool of accredited investor
  • 1-3 years experience in investment management, financial planning, portfolio management or related fields
  • Proven record of effectively guiding clients through investment processes while managing expectations will be preferred
  • Excellent communication skills
  • Strong knowledge of the financial market trends, investment products and strategies

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.

Kindly email your resume in a detailed Word format

We regret that only shortlisted candidates will be notified

People Profilers Pte Ltd

Tel:

EA Registration Number: R

EA License number: 02C4944

EA Personnel: Celeste Wong Xin Yann

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