Personal Wealth Growth Advisor

RHB Group; Singapore; In loco; SGD 40.000 - 70.000; Tempo pieno

Descrizione del lavoro

RHB Group in Singapore is seeking a Personal Financial Consultant to provide wealth and insurance portfolio management solutions and drive customer acquisition within Mass Banking. You will work with clients to understand financial goals and recommend suitable wealth management solutions to build, preserve, and grow wealth over the long term.

The role emphasizes consultative wealth planning, proactive client engagement, and cross-selling a full range of wealth products while delivering quality

Competenze

• 1–3 years in banking, wealth management, insurance sales, or related fields.
• Strong passion for wealth management, client engagement and financial planning.
• Excellent interpersonal and relationship management skills.

Mansioni

• Provide wealth management advisory services, including insurance, funds, FX, and deposits.
• Understand client goals and recommend suitable wealth solutions.
• Cross-sell the bank's wealth products to meet client objectives.
• Provide timely market insights and professional financial guidance.
• Engage clients via branch activities, tele-appointments, and referrals.
• Develop partnerships with internal segments to generate referrals.
• Maintain long-term client relationships and after-sales support.
• Grow Assets Under Management (AUM) through portfolio management.

Conoscenze

Wealth mgmt

Client advisory

Sales orientation

Relationship mgmt

Descrizione del lavoro

RHB Group in Singapore is seeking a Personal Financial Consultant to provide wealth and insurance portfolio management solutions and drive customer acquisition within Mass Banking. You will work with clients to understand financial goals and recommend suitable wealth management solutions to build, preserve, and grow wealth over the long term.

The role emphasizes consultative wealth planning, proactive client engagement, and cross-selling a full range of wealth products while delivering quality