Wealth Manager (Investment)

STAR CAREER CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

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.

Skills

Communication skills

Interpersonal skills

Independence & teamwork

Education

Diploma or Degree in any field

Job description

Wealth Management Consultant(Investment)

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

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

REQUIREMENTS

• Diploma or Degree from a recognized institution in any field
• Passionate 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.