Client Relationship Manager (Investment)

SUMMIT PLANNERS CRUSADERS PTE. LTD.

Singapore, SG
Base: $5,000 to $15,000; bonus/equity: attractive ...
Develop client investment portfolios
Conduct financial needs analysis
Source high-net-worth clients
The role involves developing strong client relationships and managing critical decisions on investment portfolios

Job Summary

  • The role involves developing strong client relationships and managing critical decisions on investment portfolios.
  • Candidates will receive a multifaceted training program covering investments, neuro-linguistic programming, and leadership.
  • The position offers flexible working hours, competitive remuneration up to $15000, and performance-based bonuses.

Matching Summary

Match Score: 85

The role involves developing strong client relationships and managing critical decisions on investment portfolios.

Salary

Base: $5000 to $15000; Bonus/Equity: Attractive bonuses and incentive trips; Benefits: Allowance scheme and flexible working hours

Skills & Requirements

Must-have

  • Develop client investment portfolios
  • Conduct financial needs analysis
  • Source high-net-worth clients

Nice-to-have

  • Interest in business finance or management
  • Positive attitude and willingness to learn
  • Strong interpersonal communication skills

Key Requirements

  • Minimum Diploma from Local Singapore Polytechnics
  • Recognized Degree in any field or equivalent
  • Self-motivated and result oriented

Work Rights

Not specified

Tailored Resume

Cover Letter