- Singapore Singapore
THE HANDYMAN PRODUCTIONS PTE. LTD. Hiring! Full Time Management Trainee (Finance Planning) in , Earn up to SGD 3,000 - Ricebowl
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Job Description
Responsibilities
Description:
- Perform in-depth financial needs assessments for clients to understand their financial objectives, risk tolerance, and current financial position
- Create and implement tailored financial plans and investment strategies
- Foster and maintain strong client relationships through regular follow-ups, reviews, and exceptional customer service
- Evaluate clients' financial situations by reviewing cash flow and net worth statements
- Understand clients' goals and objectives, providing suitable financial and investment solutions to meet their needs
- Review investment policy statements with clients to assess their risk profile, time horizon, and asset allocation
- Recommend appropriate financial products to address clients' needs using the company's available instruments
- Monitor financial markets and industry trends to ensure existing clients' portfolios remain well-managed and aligned with their goal
Requirements:
Minimum Diploma / A-Level cert holders
Benefits:
Salary: $3k-$3.5k with commisions
Mondays-Fridays 10am-5pm
Hybrid
Job Type: Full-time
Pay: From $3,000.00 per month
Work Location: In person
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