Client Management Associate

Legacy FA Pte Ltd

Highlights

Banking|Finance Sales|Customer Services|Business Development 0 Year Diploma

Location

Singapore

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

Legacy FA Pte Ltd

Legacy FA Pte Ltd is a licensed financial planning and investment adviser.  We are licensed by the Monetary Authority of Singapore under its Financial Advisers Act (Cap. 110).   As a Licensed Financial Adviser, we are independently owned and not tied to any product provider.  We provide financial advisory services to individuals and businesses in the areas of investment,...