Client Relationship Manager

  • Phillip Securities Pte Ltd
Banking|Finance 1 Year Diploma
D06 City Hall, High Street, North Bridge Road

Job Description

• One stop platform with a suite of financial services
• We are expanding our financial services division
• Improving others' lives through your work


JOB DESCRIPTION

  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
  • Develops & monitor financial portfolio to meets clients finanacial goals .
  • Portfolio management and monitors clients' investment portfolio and rebalancing.
  • Conduct investment seminars for clients
Interested applicants are invited to send your updated resume in MS Word format via Apply Now. We regret that only shortlisted applicants will be notified.

Job Role

Banking and Finance

Position Level

Fresh/entry Level