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Investment Counsellor
Prudential Assurance Company Singapore
Posted
3 weeks ago

Singapore

Onsite

SGD 5K

Mid Level

Contract

Job Categories

Finance Sales Consulting Investment Customer

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Skills

Experience

Industry

Sema Summary

Prudential Assurance Company Singapore is seeking an Investment Counsellor for a one-year contract, primarily located in Singapore. The role involves providing expert investment advice and managing high-net-worth client portfolios. Candidates should have a solid background in finance and investment strategies. This position is full-time and requires a mid-level professional with relevant experience.

About Company

Prudential Assurance Company Singapore is a leading provider of insurance and financial solutions, focusing on investment and wealth management for clients in Singapore.

Core Requirements

Bachelor's degree in Finance or related field
Three years of experience in financial advisory
Strong understanding of investment products
Excellent communication skills
Ability to manage client portfolios

Responsibilities

Provide tailored investment advice to clients
Manage high-net-worth client portfolios
Conduct market research and analysis
Develop investment strategies
Meet sales and performance targets
Attend client meetings and presentations
Collaborate with financial teams and stakeholders

Must Have skills

Investment knowledgeClient managementAnalytical skillsCommunication skillsSales techniques

Nice To Have Skills

Financial software proficiencyRisk assessmentMarket analysisNegotiation skillsTeam collaboration

Tools Knowledge Requried

Financial softwareCRMData analysis tools

Job Keywords

InvestmentFinanceClient RelationsSalesAdvisory

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