Permanent Client Associate at Somerset, $5,000 – $15,000 (Flexible timing)

SUCCESS RESOURCE CENTRE PTE. LTD.

Somerset, Singapore
Base: $5,000 – $15,000; bonus/equity: not specifie...
Conduct thorough financial assessments of clients
Develop tailored financial plans for clients
Recommend suitable financial products
The role involves conducting thorough financial assessments and developing tailored financial plans covering investments, savings, and retirement

Job Summary

  • The role involves conducting thorough financial assessments and developing tailored financial plans covering investments, savings, and retirement.
  • Candidates will recommend suitable financial products based on client needs and risk profiles while maintaining up-to-date knowledge of market trends.
  • The position offers flexible working hours from Monday to Friday with a salary range of $5,000 to $15,000.

Matching Summary

Match Score: 75

The role involves conducting thorough financial assessments and developing tailored financial plans covering investments, savings, and retirement.

Salary

Base: $5,000 – $15,000; Bonus/Equity: Not specified; Benefits: Flexible timing

Skills & Requirements

Must-have

  • Conduct thorough financial assessments of clients
  • Develop tailored financial plans for clients
  • Recommend suitable financial products

Nice-to-have

  • Excellent interpersonal and communication skills
  • Ability to work independently and as a team player
  • Strong analytical and problem-solving skills

Key Requirements

  • Minimum GCE A level qualification
  • Open to candidates with no experience
  • Proficient in Microsoft Office applications

Work Rights

Not specified

Tailored Resume

Cover Letter