Investment Consultant / Relationship Manager

Placement Professionals; Singapore; On-site; SGD 60,000 - 110,000; Full time

Job summary

Placement Professionals in Singapore is seeking an Investment Consultant/Relationship Manager to grow a portfolio by offering a range of financial products and advisory services. You will engage clients, analyze needs, and provide suitable solutions.

A Diploma/Degree in Business, Banking & Finance, or Engineering is preferred; 2+ years in sales within financial services; CMFAS M5/M6/M8/M9 and HI accreditation is an advantage. Strong communication and teamwork are essential.

Qualifications

• Diploma/degree in Business, Banking & Finance or Engineering.
• At least 2 years of progressive sales experience in financial services.
• CMFAS M5/M6/M8/M9 and HI accreditation is an advantage.
• Initiator and team player with good communication skills.

Responsibilities

• Develop, grow and manage a portfolio of new and existing clients.
• Engage clients, assess needs and offer suitable financial solutions.
• Active business development, client acquisition and retention.
• Review portfolios and provide exceptional client service.

Skills

Communication skills

Sales experience

Client management

Team player

Education

Diploma/Degree in Business, Banking & Finance or Engineering

Job description

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[e-mail]
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.