Wealth Consultant/Manager

STAFFELLA RECRUITMENT AGENCY; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

Staffella Recruitment Agency is hiring for a client-facing sales role within a world-class banking and financial services organization. You will build relationships, understand clients' financial objectives, and deliver tailored investment solutions while staying updated on market movements.

Responsibilities include managing client portfolios, providing updates on market movements, attending investment training monthly funded by the company, organizing client events, and performing due diligence

Qualifications

Responsibilities

• Manage client investment portfolios and provide updates on market movements.
• Build and maintain relationships with new and existing clients to grow the business.
• Perform due diligence, research, analysis, and documentation process.
• Attend investment training monthly, fully funded by company.
• Organize and invite clients for investment events.
• Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions.

Job description

About Us

As part of one of the world’s largest banking and financial services organisations, we offer comprehensive financial solutions. Our focus is on delivering personalised services, sustainability, and exceptional client experiences.

This is a client-facing sales role focused on building relationships and providing tailored financial solutions to meet clients' needs. It involves direct interaction with clients, understanding their financial objectives, and delivering exceptional service to enhance their investment experiences.

Job Scope:

• Manage client investment portfolios and provide updates on market movements.

• Build and maintain relationships with new and existing clients to grow the business.

• Perform due diligence, research, analysis, and documentation process.

• Attend investment training monthly, fully funded by company.

• Organize and Invite clients for investment events.

• Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions.