Wealth Advisory 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

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.