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Client Services Associate
Full-time
on 2022-09-29 286 views

A strong problem solver and customer orientated? Come join us as a Client Services Associate!

Oblaixx Pte Ltd

Oblaixx Pte Ltd members View more

  • Obalixx

What we do

OBALIXX is an ACRA-registered entity that has been operating for 9 years 2 months in Singapore since its incorporation in 2013. Officially, OBALIXX PTE. LTD. is registered as Exempt Private Limited Company with its address in District 18 (Tampines, Pasir Ris), primarily operates in the sector of "HUMAN RESOURCE CONSULTANCY SERVICES", SSIC code - 70204

Why we do

Helping my clients meet the talents who have same values and goals to achieve their career objectives together.

As a new team member

Job responsibilities:
• Ensure that all client accounts and activities comply with legal, compliance, and regulatory requirements.
• Continuously adhere to internal policies & procedures and escalate where necessary.
• Assist the Direct Manager to provide wealth management solutions/advice to New and Existing clients.
• Assessing the client’s financial situation by going through cash flow statements, and net worth statements.
• Understanding clients’ goals and objectives and assisting them with inappropriate financial and investment solutions.
• Going through investment policy statements with clients and understanding their risk profile, time horizon, and portfolio asset allocation.
• Recommending suitable financial products to address the needs, through various instruments provided by the company.
• Monitoring financial markets and industry trends to ensure that existing clients’ portfolios are well taken care of.

Requirements:
• Minimum local Diploma awarded by a recognized polytechnic and/or Bachelor’s Degree or equivalent.
• Minimum 21 years old and above.
• Sociable, Coachable, and Good Interpersonal, Analytical, and Communication Skills.
• Have an interest in Monitoring, Trading, Planning, and Analysing Market trends.

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Company info
About Oblaixx Pte Ltd
Oblaixx Pte Ltd
  • 8 Temasek Blvd, Singapore 038988
  • About Oblaixx Pte Ltd
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