Virtual Wealth Advisor: Portfolio Planning & Growth

Placement Professionals, LLC; Singapore; Vor Ort; SGD 67.000 - 95.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Benefits package

Overseas opportunities

Flexible working arrangements

Zusammenfassung

Placement Professionals, LLC is seeking a Wealth Advisory professional in Singapore to engage clients through tele-consulting and in-person meetings, assessing financial needs and recommending suitable solutions.

You will prospect new clients, convert leads to advisory appointments, and build a growing portfolio while collaborating with the Business Sales Manager. Training and development are emphasized, with opportunities to participate in events and overseas programs.

Qualifikationen

• Interest in financial planning or wealth management.
• Excellent communication and relationship-building skills.
• Willingness to work flexible hours.
• Comfortable in an office environment and tele-consulting.
• Strong listening and advisory conversation abilities.

Aufgaben

• Engage customers through tele-consulting, as well as virtual and face-to-face interactions, to understand their financial needs and provide support.
• Connect with new and existing customers through structured outreach, prospecting activities, and advisory conversations.
• Convert leads into advisory appointments through effective communication and follow-up strategies.
• Build and grow a customer portfolio by developing trusted relationships and delivering suitable financial solutions.
• Understand customers’ financial goals, life stages, and priorities to recommend appropriate banking, investment, and insurance solutions.
• Work closely with the Business Sales Manager and team to support business plans, achieve KPIs, and drive growth.
• Participate in customer engagement activities, including events, roadshows, and outreach programmes to strengthen relationships.
• Continuously improve product knowledge, market awareness, and communication skills while working towards personal and team goals.

Kenntnisse

Tele-consulting

Relationship building

Customer engagement

Communication

Sales advisory

Jobbeschreibung

Placement Professionals, LLC is seeking a Wealth Advisory professional in Singapore to engage clients through tele-consulting and in-person meetings, assessing financial needs and recommending suitable solutions.

You will prospect new clients, convert leads to advisory appointments, and build a growing portfolio while collaborating with the Business Sales Manager. Training and development are emphasized, with opportunities to participate in events and overseas programs.