Investment Consultant / Relationship Manager

PhillipCapital; Singapore; On-site; SGD 55,000 - 95,000; Full time

Benefits offered by this job

Incentive program

Job summary

Phillip Investor Centre seeks an Investment Consultant/Relationship Manager to acquire, build and manage a client base, focusing on asset growth and tailored financial solutions. You will drive new business and nurture existing relationships while providing advisory services within our Phillip Family.

Ideal candidates have 2+ years in financial services sales, with CMFAS accreditation preferred. An incentive program rewards performance and client retention.

Qualifications

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

Responsibilities

• Acquire, build and manage a relationship practice with new and existing clients.
• Focus on client acquisition, asset growth and protection, and tailored solutions.
• Participate in business development and respond to client queries professionally.
• Proactively review portfolios and propose needs-based solutions.

Skills

Client acquisition

Relationship management

Sales experience

Financial services

Communication

Education

Diploma/Degree in Business

Job description

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

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

• Connecting with clients and placing clients' interest first.
• Delivering unparalleled quality in service
• Presenting clients with our wide array of financial services and products.

What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

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

Typical daily activities include:

• Proactively participate in business development/client acquisition activities.
• Reviewing prospect/client portfolios.
• Propose needs-based solutions to prospects/ clients.
• Attending and responding to customer queries professionally (in person and via phone)

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.