Client Portfolio Servicing Management Trainee

Goodmen Consultancy| Date Posted: 5-Oct-2020
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Job Nature:
Permanent, Contract
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Goodmen Consultancy Forms Part Of A Leading Organisation Within The Finance And Insurance Industry. We Focus On Acquiring Like-Minded Individuals, To Be Groomed As Future Leaders, Based On Unique Personal Strengths. New-Aged And Dynamic, We Empower Our People With Strong Beliefs, Thus Maximizing Individuals’ Learning Abilities And To Create New Paradigms.





Management Trainees are core to our clients’ proposition and are responsible for growing business by thoroughly understanding our clients' needs, and matching these needs to the appropriate products and services. They are also responsible for embracing service excellence and to improve overall customer satisfaction, experience and productivity level.


Training phases:

    Phase One: Client Portfolio Acquisition (Basic)

    Basic Relationship Building skills

    Render Consultancy Advice on customized Financial Planning solutions


    Phase Two: Advancement into Affluent Clientele Network (Intermediate)

    Progression into corporate / expatriate and onshore affluent clients     

    Growing and Strengthening the Wealth of High Net Worth individuals

    Provide a Differentiated Suite of Financial Analysis and Advise to meet the Investment

    needs and Objectives of this group of sophisticated clients


    Phase Three: Business Development Management (Advance)

    Human Resource and Organization Portfolio Management

    Create a unique climate of inspiration, leadership and values for

    business succession   



    Strong Interpersonal and Communication Skills

    Customer Oriented mind-set is mandatory

    Minimum Singapore Diploma or International Degree



    Starting allowance of $2,500 - $4,000 monthly with incentives

    Additional Allowances / Bonuses



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Company Overview
Goodmen Consultancy