Wealth Management Consultant(Investment)

STAR CAREER CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial consulting firm in Singapore is seeking a motivated individual to join their team. The role involves acquiring clients, managing portfolios, and providing tailored financial solutions. Ideal candidates should possess a diploma or degree and have excellent communication skills. This is an opportunity to make a positive impact in clients' lives while enjoying competitive compensation and professional development.

Benefits

Competitive compensation package

Various incentive trips

Professional development and mentorship

Qualifications

• Passion to make a difference in clients' lives.
• Adventurous and driven with an entrepreneurial spirit.
• Motivated to work independently as well as in a team.

Responsibilities

• Acquire clients through various prospecting strategies.
• Review and manage client portfolios.
• Propose investment and insurance solutions.

Skills

Excellent communication skills

Interpersonal skills

Problem-solving

Education

Diploma or Degree from a recognized institution

Job description

Benefits

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Various incentive trips
• Build a growing stream of recurring income
• Professional development and Mentorship to break barriers

Role

Become a part of our team and start a fulfilling career where you\'ll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Responsibilities

• Client acquisition through various prospecting strategies.
• Review prospective/existing client portfolio.
• Propose solutions and planning for client investment and insurance needs.
• Client management and retention.
• Attend and respond to customer queries professionally.
• Service and review financial portfolios in maintaining a long-term customer relationship.

Requirements

• Diploma or Degree from a recognized institution in any field
• Passion to make a difference
• Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
• Outspoken with excellent communication & interpersonal skills
• Equally motivated by working independently as well as collaborating in a team

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with your updated MS Word Resume to: [e-mail]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)