Responsibilities:
Handle client onboarding, account opening, and platform setup, including basic investment guidance.
Manage client enquiries, documentation, compliance checks, and store operations.
Support sales targets, lead follow-ups, appointments, and cross-selling activities.
Assist with marketing campaigns, events, workshops, and client engagement.
Collaborate with branch teams to improve customer experience and service processes.
2–3 years’ experience in customer service, financial advisory, or retail investment.
Familiarity with financial compliance and documentation.
RES5, CM-EIP, CM-SIP, M8 and M8A certifications highly preferred.
Tech-savvy, customer-focused, and willing to work rotating shifts, weekends, and public holidays.
HOW TO APPLY:
Interested applicants, kindly send your resume in MS WORD format to ************* or please click on “Apply Now”.
We regret only shortlisted candidates will be notified.
Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).
Please read our privacy statement on our corporate website *************
Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Vivian Chung Fhui Tiin (K)
EA Personnel Reg No: R22106436