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.
- Present clients' overall financial portfolios to support immigration applications.
- Maintain and review financial portfolios to foster long-term customer relationships.
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.
- Fresh graduates and candidates without prior experience are encouraged to apply.
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.
- Fresh graduates and candidates without prior experience are encouraged to apply.
Kindly note that only shortlisted candidates will be notified or
We regret that only shortlisted candidates will be notified.
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.
Related Job Searches:
- Company:
Career Craft Pte. Ltd. - Designation:
Finance Portfolio Associate - Profession:
Professional Services - Industry:
Finance - Location:
Downtown Core