Investment Consultant / Relationship Manager

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

We are a comprehensive financial services platform providing a wide range of solutions, including global equities trading and wealth management advisory services. We are conveniently positioned across Singapore neighbourhoods to better serve and support our clients. We are seeking motivated, goal-driven, and adaptable individuals to be part of our growing team.

Our Opportunity:

We focus on supporting individuals and families with their financial goals, whether they are looking to grow their wealth or safeguard their future through suitable financial solutions.

Developing trusted and meaningful relationships with our clients is a fundamental part of our approach to creating long-term value.

Our Investment Consultant/Relationship Manager will pursue this mission through:

• Engaging with clients while prioritising their needs and financial interests.
• Providing exceptional service standards and a professional client experience.
• Introducing clients to a comprehensive range of financial products and solutions.

What you'll do:

You will develop, grow, and manage a portfolio of both new and existing clients, with a focus on:

• Client Acquisition and Retention
• Asset Growth and Protection
• Provision of client focused solutions

Typical daily activities include:

• Actively engage in business development and client acquisition initiatives.
• Review and analyse prospect and client portfolios.
• Recommend suitable needs-based financial solutions to prospects and clients.
• Handle customer enquiries professionally through face-to-face interactions and phone communication.

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
• Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
• Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
• An initiator and team player.
• Good communication skills.