Wealth Management & Investment Advisor: Drive Client Growth

STAR CAREER CONSULTING PTE. LTD.

Singapore

On-site

SGD 60,000 - 120,000

Full time

3 days ago

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Benefits offered by this job

Monthly allowance

Commission

Incentives

Quarterly bonus

Year end bonus

Incentive trips

Mentorship

Job summary

STAR CAREER CONSULTING PTE. LTD.

seeks a Wealth Management Consultant (Investment) to provide tailored financial guidance to clients, review portfolios, and design investment and insurance solutions that align with their goals. In this client-focused role, you will acquire new clients, manage relationships, and collaborate with a team to deliver ongoing financial planning and portfolio reviews, with a focus on sustainable growth and service excellence.

Qualifications

Diploma or Degree from a recognized institution in any field.
Passionate to make a difference.
Entrepreneurial, 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.

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.