Wealth Growth Advisor & Client Relationships

PhillipCapital; Singapore; On-site; SGD 55,000 - 95,000; Full time

Benefits offered by this job

Incentive program

Job summary

Phillip Investor Centre seeks an Investment Consultant/Relationship Manager to acquire, build and manage a client base, focusing on asset growth and tailored financial solutions. You will drive new business and nurture existing relationships while providing advisory services within our Phillip Family.

Ideal candidates have 2+ years in financial services sales, with CMFAS accreditation preferred. An incentive program rewards performance and client retention.

Qualifications

• Diploma/Degree in Business, Banking & Finance, or Engineering is preferred.
• Minimum 2 years of progressive sales experience in financial services.
• New entrants with positive attitude may be considered.
• CMFAS M5/M6/M8/M9 and HI accreditation is an advantage.

Responsibilities

• Acquire, build and manage a relationship practice with new and existing clients.
• Focus on client acquisition, asset growth and protection, and tailored solutions.
• Participate in business development and respond to client queries professionally.
• Proactively review portfolios and propose needs-based solutions.

Skills

Client acquisition

Relationship management

Sales experience

Financial services

Communication

Education

Diploma/Degree in Business

Job description

Phillip Investor Centre seeks an Investment Consultant/Relationship Manager to acquire, build and manage a client base, focusing on asset growth and tailored financial solutions. You will drive new business and nurture existing relationships while providing advisory services within our Phillip Family.

Ideal candidates have 2+ years in financial services sales, with CMFAS accreditation preferred. An incentive program rewards performance and client retention.