Sales Analyst
Singapore, Singapore
Job Description
Roles and Responsibilities:
- Acquire, onboard and prospect affluent/high net worth clients to meet annual targets and budgets
- Manage, maintain and strengthen existing client relationships to keep clients on track to achieve their financial objectives through regular portfolio reviews and client profiling
- Independently market and execute trusted service, advice, trades, products and solutions to clients through Zhongtai's own and partners' suite of products and services
- Ensure compliance with all regulations (eg. FAA, SFA, FATCA, CRS) and company KYC procedures
- Follow up with post transaction settlement and administrative work
- Support and participate in inhouse investment meetings and team activities
- Client focused with excellent interpersonal and communication skills
- Ready pool of potential clients
- Willing to learn with team spirit and initiative in an entrepreneurial setting
- Flexibility and adaptability in work assignments
- Objective results oriented
- Tertiary educated with focus on Business and Finance
- Related banking, investments, client oriented experience
- Must fulfill and pass the fit and proper criteria of relevant regulators
- Dental insurance
- Health insurance
- Professional development
- Work from home
- Monday to Friday
- Performance bonus
- Yearly bonus
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Job Detail
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Job IdJD995283
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSingapore, Singapore
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EducationNot mentioned