Portfolio management Jobs, Salary up to SGD 5,500 in Advisors' Clique - Maukerja

As a portfolio consultant, your role is to work directly with clients to optimize and improve their existing financial portfolios so their money work better by investing and etc.

what you will do

• Review client insurance policies
• Analyze client policy and upgrade their plan
• Evaluate mortgage arrangements for refinancing
• Conduct 1 to 1 consultations with client to guide them through the differences
• Present personalized recommendations and guide them

you don't need to find customer nor cold calling .

Who We’re Looking For

No prior experience required. We’re looking for individuals who:

• Hold a minimum local diploma (all disciplines welcome)
• Enjoy analysing and improving how things work
• Like helping people make smarter financial decisions
• Prefer meaningful, value-driven conversations over hard selling

Why Join Us?

Operate within Singapore’s largest independently owned financial advisory platform

Gain access to a broad, institutional-grade range of investment and wealth solutions

Build real capability through structured training and guided mentorship

Do work that creates immediate, measurable impact for clients

Job Types: Full-time, Permanent, Fresh graduate

Pay: From $5,000.00 per month

Benefits:

Flexible schedule

Parental leave

Professional development

Work from home

Education:

Local Polytechnic Diploma (Preferred)

Pay: $5,000.00 - $5,500.00 per month

Benefits:

• Cell phone reimbursement
• Dental insurance
• Flexible schedule
• Free parking
• Gym membership
• Parental leave
• Professional development
• Promotion to permanent employee

Work Location: Hybrid remote in Downtown Core