Closing Date: 16th November 2017

JT Asset Planners
Client Relations Executive

Client Relations Executive

Organization Profile

At JT Asset Planners, we aim to provide top-notch financial services to our clients, both individuals and corporate, to ensure they preserve and maximize their assets, and to achieve both their short-term and long-term financial goals.

Here at JT Asset Planners, we have a mission to ensure every team member performs to his or her best potential. Expect yourself to be challenged and stretched, but also be prepared to enjoy the fruits of your labor. One of our mission statements is “We work hard, and we play harder.” You can look forward to extravagant trips around the world, numerous incentives and exclusive events for our very best.

Career Scope

·  Managing clientele, maintaining close and friendly relationships

·  Keeping updated with the latest financial information and product knowledge, and in turn keeping your clientele informed

·  Analyzing financial information and developing sound and creative financial solutions

·  Providing interesting and easy-to-understand presentations to your clientele

Career Advancement Opportunities

Change is the only constant in life and we want to groom our team members to keep growing. When you are ready to share your success and start grooming others to become like you, we will help you in your career advancement towards a managerial position.


·  Able to work independently and as a team

·  Organized and Self-Disciplined

·  Driven and Results-Oriented

·  Candidates must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post-Graduate Diploma or Professional Degree in any field (MAS Regulation)

·  Bilingual in English and Chinese, as we handle both English and Mandarin-speaking clients.

·  Strictly Singaporeans/Singapore PRs ONLY (MAS Regulation)

“What brings us together is the desire to create a business model that works for us according to our individual lifestyle, develops our strengths and potential, gives us the freedom to pursue our dreams and reach our income goal; and ultimately achieve financial freedom.”

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