Investment Specialist

1 week 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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