Date Listed 04/12/2018
Job Type Full-Time
Company Name Singapore Altitude Management Services Pte Ltd
Education Level Diploma
1. Wealth Advisory, Investment Management, Mutual Funds
2. Provide investment information related to new equity products, regulatory issues and new policies.
3. Identify and convey issues or constraints associated with product, operations, systems, platform, pricing and propose alternatives.
4. Ensure conformance with entire company guidelines and regulatory policies.
5. Identify customers needs by basic financial planning modules.
6. Provide different investment products to attain successfully identified needs.
7. Maintain and update records as well as files on existing customers.
8. Prioritize customer requirements and cross-sells services and products of varied company business lines.
9. Ensure to plans everyday centre of influence contacts.
1. Degree Holder (Banking/Finance/Marketing/Management) Discipline preferred
2. Diploma holder with proven record of sales experience may be considered
3. Good communication and written skills
4. Able to work as a team to achieve targets
1. High Commission
2. Quarterly Bonuses
3. Basic of $3000 and up