Wealth Growth Advisor & Client Relationship Lead

PhillipCapital; Singapore; On-site; SGD 52,000 - 98,000; Full time

Benefits offered by this job

First-closure incentives

Performance incentives

Job summary

Phillip Investor Centre is expanding its team in Singapore to hire an Investment Consultant/Relationship Manager. You will acquire, build and manage a relationship practice with new and existing clients, focusing on client acquisition, asset growth and providing client-focused financial solutions.

You will engage in daily business development, portfolio reviews, needs-based recommendations, and professional responses to client inquiries by phone or in person.

Qualifications

• A Diploma/Degree in Business, Banking & Finance, or Engineering.
• Applicants with at least 2 years of progressive sales experience in financial services will be considered for Relationship Manager.
• New-to-financial industry with positive attitude and aptitude will be considered.
• CMFAS M5, M6, M8, M9 & HI accreditation is an advantage.

Responsibilities

• Proactively participate in business development/client acquisition activities.
• Review prospect/client portfolios.
• Propose needs-based solutions to prospects/clients.
• Attend and respond to customer queries professionally (in person and via phone).

Skills

Client Acquisition

Relationship Management

Sales Experience

Financial Services

Education

Diploma/Degree in Business, Banking & Finance, or Engineering

Job description

Phillip Investor Centre is expanding its team in Singapore to hire an Investment Consultant/Relationship Manager. You will acquire, build and manage a relationship practice with new and existing clients, focusing on client acquisition, asset growth and providing client-focused financial solutions.

You will engage in daily business development, portfolio reviews, needs-based recommendations, and professional responses to client inquiries by phone or in person.