Investment Sales Analyst

WHITE SOCIETY PTE. LTD.

Singapore, Singapore
Track sales performance metrics
Analyze client portfolios vs market
Summarize fund performance data
The role involves driving sales growth by tracking performance and recommending tactical actions

Job Summary

  • The role involves driving sales growth by tracking performance and recommending tactical actions.
  • Candidates will analyze client portfolios against market conditions to suggest strategic fund switches.
  • The position requires supporting monthly forecasting and annual target setting processes.

Matching Summary

Match Score: 75

The role involves driving sales growth by tracking performance and recommending tactical actions.

Skills & Requirements

Must-have

  • Track sales performance metrics
  • Analyze client portfolios vs market
  • Summarize fund performance data
  • Support monthly forecasting activities

Nice-to-have

  • Positive attitude and willingness to learn
  • Strong interpersonal communication skills
  • Self-discipline in daily tasks

Key Requirements

  • Diploma, Degree, or A Level qualifications
  • Good interpersonal and communication skills

Work Rights

Not specified

Tailored Resume

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