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Investment Sales Associate

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We are One of the Top Company with the Largest Asset under Management in Global Fortune 500.


Role Description:

  1. Maintain and update the database related to customer relationship management.
  2. Assist in the developing, maintaining, and updating of clients' investment portfolios as well as reports related to their investments.
  3. Input vital data and information of the clients and conduct in-depth analysis of the same by using various analytical tools and programs.
  4. Compile and input the financial information that is current in the financial planning software, so as to create and review the current portfolios.
  5. 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.
  6. Perform analysis of portfolios and help in preparation of periodic investment performance reports.
  7. Support managers and advisors in analysing portfolios and develop plans for clients.
  8. Adhere to a specific prospecting Code of Conduct.


Requirements:
  • 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