Portfolio Management Trainee (Sales)
Full-time
Fresh/Entry Level
1 month ago
Job Description
Manage and acquire client portfolio
Drive client acquisition and retention with exceptional service and tailored financial progra.....
Job Description
- Manage and acquire client portfolio
- Drive client acquisition and retention with exceptional service and tailored financial programs
- Assess clients' financial situations to create customized portfolio solutions for goals like passive income, investments and lifestyle fundings
- Provide business solutions to consumer and companies (start-ups, SMEs, MNCs) to meet financial goals in employee benefits and retention
- Handle administrative tasks: prepare financial summaries, portfolio performance reports, and income projections
- Focus on building long-term client relationships and their best interests
Job Benefits
- Competitive salary, uncapped commission scheme, comprehensive incentives, quarterly and year-end bonuses
- Recognition awards with opportunities to travel multiple times yearly to exciting international destinations
- 1 to 1 mentorship, and on-the-job learning for career and character development
- Advanced digital tools for hybrid work, allowing flexibility to work from anywhere
- Career advancement opportunities to management level within 2 years
Whether you are a fresh graduate, looking for a mid-career switch, we welcome you to apply!
Job Requirements
- Strong leadership quality and driven individual
- Passionate in wealth management and solutions
- Results-oriented and customer-focused, able to work with minimal supervision
- Good interpersonal skills and enjoys people interaction
- Willingness to work in a flexible schedule
- Bachelor’s degree or a Diploma from a local polytechnic
- Singaporean and PR only
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