Client Relationship Manager

Phillip Securities Pte Ltd

Highlights

Banking|Finance 1 Year Diploma

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

Phillip Securities Pte Ltd

Since 1975, PhillipCapital has grown as an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail, corporate and institutional customers. Our comprehensive suite of financial products and services includes fund management, managed accounts, unit trusts, insurance planning, regular savings, contracts for difference,...