Wealth Portfolio Consultant

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 45,000 - 78,000; Full time

Job summary

PERSOL SINGAPORE PTE. LTD. is seeking a proactive advisor to engage customers via tele-consulting, in-person and virtual interactions, and to convert leads into appointments. You will develop new relationships through outbound conversations and help clients with banking, investment and insurance solutions.

This office-based role values strong communication, a customer-first mindset, and flexibility to support events and weekend activities when required.

Qualifications

• Strong communication and active listening abilities.
• Experience in outbound prospecting or tele-calling is a plus.
• Ability to build rapport with customers over the phone and in person.

Responsibilities

• 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.
• Achieve monthly acquisition targets through outbound prospecting and follow-ups.
• Build your customer base through structured outreach activities and customer engagement programmes.
• Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions clearly and responsibly.

Skills

Communication skills

Phone skills

Prospecting

Relationship building

Target-driven

Job description

What You’ll Be Doing

• 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, tele-prospecting initiatives and customer engagement programmes.
• Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions in a clear and responsible way.
• Work closely with the Business Sales Manager to support business plans and contribute towards achieving team and individual KPIs.
• Participate in bank-led events, roadshows and outreach activities to meet customers and support business growth.
• Stay connected with existing customers by sharing relevant ideas, market updates and timely insights.
• Set personal goals for yourself and work steadily towards achieving them, with guidance from your manager and team.
• Keep learning and improving — whether it’s product knowledge, market awareness or communication skills.

This role is suited for you if you:

• Are curious about financial planning or wealth management.
• Enjoy speaking with people and building rapport over the phone.
• Are comfortable working in an office-based, tele-consulting environment.
• Take pride in doing your work well and improving over time.
• Are open to flexible working hours, including some weekends for events when required.