Growth-Focused Investment Consultant & Client Advisor

Placement Professionals, LLC; Singapore; On-site; SGD 50,000 - 80,000; Full time

Benefits offered by this job

Incentive program

Job summary

Placement Professionals, LLC seeks an Investment Consultant/Relationship Manager in Singapore to develop, grow, and manage a client portfolio focused on financial goals and wealth planning. You will engage with clients, provide tailored solutions, and build trusted relationships through in-person and phone interactions.

The role requires a diploma/degree in Business, Banking & Finance, or Engineering with 2+ years of sales in financial services. CMFAS acc.

Qualifications

• Diploma or degree in Business, Banking & Finance, or Engineering.
• 2+ years of progressive sales experience in financial services.
• New entrants to financial industry with positive attitude welcome.
• CMFAS M5, M6, M8, M9 & HI accreditation is an advantage.
• Initiative and team player.
• Strong communication skills.

Responsibilities

• Develop, grow, and manage a portfolio of new and existing clients.
• Acquire and retain clients; focus on asset growth and protection.
• Provide client-focused financial solutions.
• Engage in business development and client acquisition initiatives.
• Review client portfolios and respond to inquiries.

Skills

Communication skills

Initiative

Team player

Sales experience

Education

Diploma/Degree in Business, Banking & Finance, or Engineering

Job description

Placement Professionals, LLC seeks an Investment Consultant/Relationship Manager in Singapore to develop, grow, and manage a client portfolio focused on financial goals and wealth planning. You will engage with clients, provide tailored solutions, and build trusted relationships through in-person and phone interactions.

The role requires a diploma/degree in Business, Banking & Finance, or Engineering with 2+ years of sales in financial services. CMFAS acc.