Wealth Management Consultant (Investment)

Placement Professionals, LLC; Singapore; Presencial; SGD 60.000 - 98.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Monthly allowance

Commission

Quarterly bonus

Year-end bonus

Incentives

Incentive trips

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Strong communication

Interpersonal skills

Entrepreneurial mindset

Problem-solving

Teamwork

Educación

Diploma or Degree

Descripción del empleo

Overview

This role is for a Wealth Management Consultant (Investment), focused on helping clients achieve their financial goals through investment and insurance solutions. The position involves client acquisition, portfolio management, and long-term relationship building in a client-focused environment.

It offers a performance-driven career with structured development, mentorship, and opportunities to build recurring income. This role combines client acquisition, advisory, and relationship management, with a strong emphasis on delivering investment solutions and maintaining long-term client trust.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Review both prospective and existing client portfolios
• Propose tailored investment and insurance solutions based on client needs
• Manage and retain client relationships
• Respond to client enquiries in a professional manner
• Service and review financial portfolios to support long-term client engagement

Requirements

• A Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills
• A driven, entrepreneurial mindset with problem-solving ability
• Passion to make a meaningful impact
• Ability to work independently as well as in a team

Benefits & Development

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Incentive trips
• Opportunity to build recurring income streams
• Professional development and mentorship

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.