Wealth Investment Advisor — Client Growth & Portfolios

Placement Professionals, LLC; Singapore; On-site; SGD 60,000 - 98,000; Full time

Benefits offered by this job

Monthly allowance

Commission

Quarterly bonus

Year-end bonus

Incentives

Incentive trips

Job summary

Placement Professionals, LLC is seeking a Wealth Management Consultant to help clients achieve financial goals through investment and insurance solutions. The role combines client acquisition, advisory services, and long-term relationship management in a client-focused environment.

The candidate will review client portfolios, propose tailored solutions, and work to build recurring income streams through advisory services, with mentorship and development opportunities offered.

Qualifications

• Diploma or degree from a recognized institution.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with problem-solving ability.
• Ability to work independently and in a team.
• Driven and passionate to make a meaningful impact.

Responsibilities

• Acquire clients through prospecting strategies.
• Review and manage client portfolios.
• Propose tailored investment and insurance solutions based on client needs.
• Manage and retain client relationships.
• Respond to client enquiries professionally.
• Service and review financial portfolios to support long-term client engagement.

Skills

Strong communication

Interpersonal skills

Entrepreneurial mindset

Problem-solving

Teamwork

Education

Diploma or Degree

Job description

Placement Professionals, LLC is seeking a Wealth Management Consultant to help clients achieve financial goals through investment and insurance solutions. The role combines client acquisition, advisory services, and long-term relationship management in a client-focused environment.

The candidate will review client portfolios, propose tailored solutions, and work to build recurring income streams through advisory services, with mentorship and development opportunities offered.