Interested in Joining Our Community in Exciting Singapore?

We offer competitive markets as well as unique opportunities throughout our organisation to become a top Financial Adviser. While most competitors are laying people off, we are growing exponentially.

Portfolio Builders Pte Ltd is a diversified financial services company, serving select corporate and institutional clients in offices and homes throughout Asia Pacific. As the headquarters, Portfolio Builders Singapore operates through a network of providers, still keeping their impartial brokerage signia, through several financial centres to provide a wide range of services for our clients.

If you are looking for a rewarding career, we invite you to explore the international job opportunities available with Portfolio Builders Pte Ltd. Please send CVs to Shanti.

Job Description

An independent professional who wants to take advantage of the shift in Global Wealth and the rise of alternative financial power hubs in Asia for a well-established firm. Developing and maintaining client portfolios to meet organisational objectives. Evaluate providers’ products, market conditions and implement protection in investor strategies, making changes to appropriate portfolios and working within a challenging multicultural environment with a wide range of opportunities.

Responsibilities

  • Able to manage your own clients independently and the opportunity to pursue your own business goals
  • Provide advice and offer financial planning solutions to individual clients
  • Demonstrate knowledge of services, such as Individual/Corporate Protection, High Risk and Low Risk Portfolios, and Lump Sum Investments

Relationships and Roles

  • Develop trust, demonstrate high integrity and client focus
  • Maintain professional internal and external relationships that meet company core values and culture

Qualifications

  • 2-6 years Sales experience within the Sales and Retail Banking Industry
  • ‘A’ Level/Diploma/Bachelor’s Degree in Banking, Finance, Economics or other relevant disciplines
  • Understanding of World/Asian and MAS market dynamics and requirements is an advantage
  • Willingness to travel and work with a global team of professionals
  • Candidates with a financial background will have an added advantage; with CMFAS certificates, preferable but not essential (M5, M9 & HI)