Client Management Associate

  • Legacy FA Pte Ltd
  • Singapore
Permanent, Full Time Banking|Finance Sales|Customer Services|Business Development 0 Year Diploma
D10 Ardmore, Balmoral, Bukit Timah, Grange Road, Holland Road, Orchard Boulevard, River Valley, Tanglin Road

Job Description

Why Join Us?
As one of the leading FA firms, we are a recognized innovator allowing our people to achieve permanent advances through our very own enabling systems and customized business support administration applications.

Taking on a modern office approach, we adopt a different business structure with our systemized platform that makes us the leading player in the financial services industry in client acquisition and servicing. We are rich in training, setting our focus on growing our people in which we highly recognize their valued efforts and contribution.
 
Your Future:

  • Take on Management Path
  • Lead in Business Development

The Job:

  • Manage Business Relations with Clients
  • Evaluate Clients’ Financial Needs and Objectives
  • Perform Client Financial Analysis and Risk Management
  • Propose Comprehensive Wealth Management Solutions
  • Conduct Review on Clients’ Wealth Portfolio

You Should:

  • Be Presentable and Well-groomed
  • Possess Excellent People Skills
  • Well-versed in Building Client Relations
  • Take Initiatives in a Challenging, Fast-Paced Working Environment

 
Darren Chew Group
Legacy FA Pte Ltd

Job Role

Customer service

Position Level

Fresh/entry Level