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Investment Sales Associate
Date Listed 27/06/2018
Job Type Internship
Company Name Confidential
Education Level A-Level
We are One of the Top Company with the Largest Asset under Management in Global Fortune 500.
- Maintain and update the database related to customer relationship management.
- Assist in the developing, maintaining, and updating of clients' investment portfolios as well as reports related to their investments.
- Input vital data and information of the clients and conduct in-depth analysis of the same by using various analytical tools and programs.
- Compile and input the financial information that is current in the financial planning software, so as to create and review the current portfolios.
- Review and study the financial status of the clients and develop customised financial plans for them, that will assist in meeting the financial goals and objectives.
- Perform analysis of portfolios and help in preparation of periodic investment performance reports.
- Support managers and advisors in analysing portfolios and develop plans for clients.
- Adhere to a specific prospecting Code of Conduct.
- 21 Years of Age;
- Singaporean and Permanent Resident;
- 'A' Levels, Diploma (local) or Degree (local/private);
- Young, Dynamic & Fun
- Disciplined & Committed
- ORD Personnel (male applicants)
Remuneration: $3,000 and above