Financial Consultant

VINCENT NG ORGANISATION; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A local financial services firm in Singapore is seeking Wealth Managers to build and maintain client relationships. You will provide tailored financial advice and manage client portfolios. Ideal candidates should have a diploma and a minimum of 2 years in relevant fields. This full-time role offers a salary range of $4,000 to $10,000 per month with professional growth opportunities.

Benefits

Company trip

Fully Sponsored Training & Certification

Qualifications

• Minimum 2 years of experience in relevant fields.

Responsibilities

• Work directly with clients to help them manage and grow their wealth.
• Build and maintain strong relationships with new and existing clients.
• Provide tailored advice on investments and financial planning.
• Understand clients’ goals, needs, and risk profiles.
• Continuously learn and stay ahead of market trends and products.

Skills

Client management

Financial planning

Investment advice

Relationship building

Market analysis

Education

Diploma from a local institution

Job description

Overview

Our client is building a modern and dynamic team of Wealth Managers who want more than just a desk and a quota. If you’re looking for a place that recognizes potential, rewards performance, and gives you the runway to grow your personal brand and client base, this is the place to grow.

Fully Sponsored Training & Certification – No Experience Required.

Responsibilities

• Work directly with clients to help them manage and grow their wealth.
• Build and maintain strong relationships with new and existing clients, understand their needs and deliver suitable solutions.
• Understand clients’ goals, needs, and risk profiles.
• Provide tailored advice on investments, insurance, and financial planning.
• Grow your portfolio by connecting with new leads and referrals.
• Continuously learn and stay ahead of market trends and financial products.
• Develop performance dashboards and business KPIs to monitor sales trends, client profitability, product margins, and investment performance.
• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of clients.
• Identify and develop new business opportunities to drive growth.
• Finance leadership in financial performance, forecasting, investment decision-making, and profitability management.

Qualifications

• Minimum Diploma from a local institution
• Minimum 2 years of experience in relevant fields

Job details

• Pay: $4,000 - $10,000 a month
• Job type: Full-time
• Location: Pulled from the full job description
• Company trip

Notes

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