- Singapore

Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Key Responsibilities
- Build and maintain strong client relationships through responsive, proactive, and discreet service.
- Assist in preparing customized investment proposals, portfolio reviews, and asset allocation recommendations.
- Build and maintain strong client relationships through responsive, proactive, and discreet service.
- Assist in preparing customized proposals, periodic reviews, and tailored recommendations based on client needs and objectives.
- Support client onboarding, ensuring all documentation and administrative processes are completed accurately and efficiently.
- Monitor client accounts and provide timely updates, follow-ups, and relevant insights.
- Coordinate with internal teams to ensure smooth execution and a consistent client experience.
- Conduct research and compile relevant information to support client discussions and planning activities.
- Maintain accurate and up-to-date client records in line with internal policies and regulatory requirements.
- Identify opportunities to enhance client engagement and improve overall service delivery.
Requirements
· Minimum qualification: Diploma / Degree in any field
· Strong communication and negotiation skills.
· Ability to work independently and as part of a team.
· Prior leadership or mentoring experience is an advantage.
Pay: $4,000.00 - $8,000.00 per month
Benefits:
Education:
Work Location: Hybrid remote in Singapore
Peringatan Penting
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