Client Portfolio Manager

at  PRIME ASSET MANAGEMENT SERVICES

Are you passionate about helping individuals and families achieve their financial goals? Do you thrive in a dynamic environment where your skills in financial planning and client relationship management can shine? If so, we want you to join our team as a Financial Adviser.
About Us: We are a leading financial services firm based in Singapore, dedicated to providing comprehensive portfolio management solutions to our clients. With a strong reputation for excellence and a commitment to integrity, we empower our Client Portfolio Managers to deliver personalized solutions tailored to each client’s unique needs.
Position Overview: As a Client Portfolio Manager, you will be responsible for building and maintaining client relationships by offering sound financial guidance and recommending suitable investment solutions. You will have access to cutting-edge tools and resources to support your client engagements and professional development.

REQUIREMENTS:

• 21 years old and above.
• Minimally GCE ‘A’ Levels or Polytechnic Diploma.
• Relevant certifications (e.g., CMFAS Modules 5, 9, HI, M5, M9) preferred. If you do not have the certifications, trainings will be provided to help you attain the certifications.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.

• Conduct thorough financial needs analysis and provide appropriate recommendations.
• Develop customized financial solutions based on clients’ goals and risk tolerance.
• Monitor clients’ financial portfolios and provide regular updates and reviews.
• Stay informed about market trends, economic developments, and regulatory changes.
• Collaborate with team members to enhance service delivery and client satisfaction.