Kerja Kerja Dari Rumah Financial Advisor, Gaji tinggi SGD 8,000 di Altitude Alliance Pte Ltd - Maukerja

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:

• Employee assistance programme
• Flexible schedule
• Professional development
• Work from home

Education:

• Local Polytechnic Diploma (Required)

Work Location: Hybrid remote in Singapore