Wealth Portfolio Advisor — Banking & Investments

Success Human Resource Centre; Singapore; Sur place; SGD 42 000 - 50 000; Plein temps

Résumé du poste

Success Human Resource Centre Pte Ltd in Singapore is seeking a banking and financial advisory professional to engage customers via tele-consulting, virtual and in-person interactions, assess needs and recommend suitable banking, investment and insurance solutions.

You will build relationships through outbound prospecting, events and outreach while aiming for individual and team KPIs, supported by a permanent role with a flexible schedule and opportunities to participate in bank-led events.

Qualifications

• Diploma or degree with relevant experience in FA.

Responsabilités

• Engage customers mainly through tele‑consulting, along with in-person and virtual interactions to existing customers.
• Convert warm and cold leads into advisory appointments through structured tele‑consulting.
• Proactively identify, engage and develop new customer relationships through outbound advisory conversations.
• Achieved monthly acquisition targets through outbound prospecting and follow‑ups.
• Build your customer base through structured outreach activities and tele‑prospecting initiatives.
• Understand customers' needs and life stages, and share suitable solutions in a clear and responsible way.
• Work closely with the Business Sales Manager to support plans and KPIs.
• Participate in bank‑led events and outreach activities to meet customers.
• Stay connected with existing customers by sharing insights and market updates.
• Set personal goals and work towards them with guidance from your manager.

Connaissances

Tele-consulting

Outbound prospecting

Customer relationship management

Communication skills

Formation

Diploma or Degree

Description du poste

Success Human Resource Centre Pte Ltd in Singapore is seeking a banking and financial advisory professional to engage customers via tele-consulting, virtual and in-person interactions, assess needs and recommend suitable banking, investment and insurance solutions.

You will build relationships through outbound prospecting, events and outreach while aiming for individual and team KPIs, supported by a permanent role with a flexible schedule and opportunities to participate in bank-led events.