Wealth Planning Consultant — Grow Client Portfolios

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 4,000 - 12,000; Full time

Benefits offered by this job

Fast track progression

Training allowance

Career development

Investment training

Uncapped remuneration

Job summary

PLACEMENT PROFESSIONALS in Singapore seeks an entry-level to mid-career wealth consultant who will grow the client base and oversee investment portfolios by providing customised financial solutions. This role involves conducting analyses, performing due diligence, organising client events, and keeping up with market developments to support business growth.

You will build relationships with clients, implement acquisition strategies, and stay informed on market trends while benefiting from

Qualifications

• Excellent communication and interpersonal skills required.
• Ability to manage multiple overlapping tasks efficiently.

Responsibilities

• Grow the client base by identifying and engaging prospective clients across different wealth segments.
• Conduct comprehensive analyses to align financial solutions with clients’ investment objectives.
• Implement targeted client acquisition strategies to expand business opportunities.
• Oversee client investment portfolios and provide timely updates on market movements and conditions.
• Establish and maintain strong relationships with new and existing clients to encourage business growth.
• Perform due diligence, research, analysis, and documentation to support investment decisions.
• Attend monthly investment training sessions funded by the company to continuously improve financial knowledge.
• Monitor and stay informed of current events, industry trends, and market conditions relevant to client portfolios.

Skills

Strong communication & interpersonal

Ability to manage multiple tasks

Education

Polytechnic Diploma or Degree in any field

Job description

PLACEMENT PROFESSIONALS in Singapore seeks an entry-level to mid-career wealth consultant who will grow the client base and oversee investment portfolios by providing customised financial solutions. This role involves conducting analyses, performing due diligence, organising client events, and keeping up with market developments to support business growth.

You will build relationships with clients, implement acquisition strategies, and stay informed on market trends while benefiting from