Client Engagement Specialist: Wealth Solutions & FA Path

Phillip Securities Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore is seeking a motivated Client Engagement Specialist to promote investment solutions. In this role, you'll partner with sales teams, identify client opportunities, and support acquisition efforts. You will have the chance to obtain your Financial Advisor licence and advance your career in wealth management. The ideal candidate is passionate about investments, possesses strong communication skills, and is proactive in improving client experiences.

Benefits

Opportunity to gain a Financial Advisor licence

Career growth pathways

Dynamic work environment

Qualifications

• Must be passionate about investments and client engagement.
• Prior experience in financial sales or client servicing is an advantage.

Responsibilities

• Promote and increase adoption of investment solution products.
• Identify client opportunities and support acquisition efforts.
• Obtain the FA licence for Managed Accounts within the first 6 months.
• Provide feedback to improve product features and client experience.
• Enhance the client journey and operational processes.

Skills

Strong communication skills

Interpersonal skills

Consultative approach

Analytical thinking

Proactive and results-oriented

Education

Bachelor's degree in Finance, Business, Economics, or related disciplines

Job description

A leading financial institution in Singapore is seeking a motivated Client Engagement Specialist to promote investment solutions. In this role, you'll partner with sales teams, identify client opportunities, and support acquisition efforts. You will have the chance to obtain your Financial Advisor licence and advance your career in wealth management. The ideal candidate is passionate about investments, possesses strong communication skills, and is proactive in improving client experiences.