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[Expired] Portfolio Management Executive

Posted On :21 Mar 2018


Job Summary

  • Salary:   2000 - 5000
  • Location: Singapore - South
  • Work Type: Permanent / Full Time
  • Min. Education Level: 'A' Levels/IB
  • Field of Study: Not Applicable
  • Skills: Communications skills, Interpersonal skills

Job Descriptions

Key Responsibilities:

  • Execute the vision of the Group by providing financial planning, insurance and investment services to clients
  • Assess client’s overall financial picture, and understand their needs to design an appropriate financial plan
  • Work with support staff to establish client records and update their records
  • Maintain ongoing relationships with clients, keeping them updated about any changes
  • The Fundamentals of Wealth Management - including financial planning tools, investment techniques, and risk assessment and management
  • To conduct investment planning seminars for the affluent market


  • Full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred
  • Good knowledge of banking, wealth management & insurance products is an added advantage
  • Excellent customer focused mindset

Job Benefits:

  • $2000 - $5000 + Bonuses + Commissions
  • Oversea Incentive Trips
  • Various training provided to equip you with sufficient knowledge
  • Accelerated development along a defined career pathway through our comprehensive management programme
  • Opportunity to advance into a leadership role and groom a team of elites under your wings

About This Company