Wealth Planning Consultant

BT Consultancy; Johor Bahru; On-site; MYR 135,000 - 231,000; Full time

Benefits offered by this job

Work pass assistance

Flexible working arrangements

Supportive working environment

Job summary

BT Consultancy seeks individuals to grow in wealth planning, with opportunities to work on client goals in Singapore. You will understand financial needs, analyze scenarios, and tailor product recommendations while building lasting client relationships.

Fresh graduates are welcome, and English and Mandarin communication is essential. Flexible work arrangements and a supportive environment are offered as you develop your career in the wealth management industry.

Qualifications

• Bachelor's degree in any discipline.
• Proficient in English and Mandarin to communicate effectively with English- and Mandarin-speaking clients.
• Fresh graduates are welcome to apply.
• Candidates with relevant working experience will have an added advantage.

Responsibilities

• Communicate with clients to understand their financial goals and needs.
• Analyze clients' financial situations and provide suitable wealth planning recommendations.
• Introduce and recommend suitable financial products and solutions based on clients' needs.
• Build and maintain good relationships with clients.
• Provide ongoing consultation and follow-up services.
• Assist clients in working towards their long-term financial goals.

Skills

English

Mandarin

Communication

Education

Bachelor's degree

Job description

We are expanding our team and looking for individuals who are interested in developing their careers in Singapore and exploring opportunities in the wealth planning industry.

Job Responsibilities:

• Communicate with clients to understand their financial goals and needs.
• Analyze clients' financial situations and provide suitable wealth planning recommendations.
• Introduce and recommend suitable financial products and solutions based on clients' needs.
• Build and maintain good relationships with clients.
• Provide ongoing consultation and follow-up services.
• Assist clients in working towards their long-term financial goals.

Requirements:

• Bachelor's degree in any discipline.
• Proficient in English and Mandarin to communicate effectively with English-and Mandarin- speaking clients.
• Candidates with relevant working experience will have an added advantage.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.
• Willing to work and develop a career in Singapore.

What We Offer:

• Work pass application assistance for eligible candidates.
• Flexible working arrangements.
• Supportive working environment.

(Actual income may vary depending on individual performance and relevant conditions)