Client-Focused Wealth Advisor & Relationship Manager

Phillip Capital Inc.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

Phillip Investor Centre in Singapore seeks an Investment Consultant/Relationship Manager to acquire, build and manage a client base of new and existing investors. You will focus on delivering wealth management solutions and building trusted relationships.

The role emphasizes client acquisition, retention and asset growth, with needs-based financial advice and proactive responses to inquiries via in-person meetings or phone. A diploma or degree and financial services experience are preferred.

Qualifications

• Diploma/Degree in Business, Banking & Finance, or Engineering.
• At least 2 years of progressive sales experience in financial services.
• New entrants with positive attitude will be considered.
• CMFAS M5/M6/M8/M9 & HI accreditation is an advantage.
• Initiator and team player.

Responsibilities

• Acquire, build and manage a relationship practice with new and existing clients.
• Focus on client acquisition and retention and asset growth.
• Provide client-focused financial solutions.
• Respond to customer queries in person or by phone.

Skills

Client acquisition

Asset growth

Relationship management

Sales experience

Education

Diploma/Degree in Business, Banking & Finance or Engineering

CMFAS M5/M6/M8/M9 & HI accreditation (advantage)

Job description

Phillip Investor Centre in Singapore seeks an Investment Consultant/Relationship Manager to acquire, build and manage a client base of new and existing investors. You will focus on delivering wealth management solutions and building trusted relationships.

The role emphasizes client acquisition, retention and asset growth, with needs-based financial advice and proactive responses to inquiries via in-person meetings or phone. A diploma or degree and financial services experience are preferred.