Sales & Investment Asociate - Toa Payoh
CORNERSTONE ADVISERS PTE. LTD. Toa Payoh Full-time
Sales Responsibilities:
- Client Relationship Management:Building trust and rapport with clients, understanding their financial needs and goals, and providing ongoing support.
- Sales Lead Generation:Identifying potential clients and generating leads through networking, referrals, and market research.
- Client Presentations and Proposals:Preparing and presenting investment proposals and marketing materials to clients.
- Sales Support:Assisting with client queries, resolving issues, and ensuring a positive customer experience.
Investment Responsibilities:
- Investment Opportunity Sourcing and Evaluation:Identifying and evaluating potential investments, conducting due diligence, and preparing financial models.
- Financial Modeling and Analysis:Creating and maintaining financial models, analyzing financial data, and forecasting investment performance.
- Investment Strategy Development:Assisting in developing and implementing investment strategies based on market analysis and client needs.
- Investment Monitoring and Reporting:Tracking the performance of existing investments, preparing reports for senior management and clients, and identifying areas for improvement.
- Due Diligence:Conducting thorough due diligence on potential investments, including financial analysis, legal review, and market research.
CORNERSTONE ADVISERS PTE. LTD.Toa Payoh
Key Responsibilities
As an Investment Broker, your responsibilities encompass a wide range of critical tasks:
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About the Role
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