Wealth Portfolio Consultant (Perm) UID:2269

PERSOL; Singapore; On-site; SGD 40,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Structured training

Supportive management

Overseas trips

Digital tools

Flexible benefits

Community initiatives

Learning & development

Wellbeing & growth

Job summary

PERSOL Singapore Pte Ltd invites you to join its Wealth Management team in an office-based tele-consulting role. You will engage customers at various life stages, guiding them toward suitable banking, investment, and insurance solutions through meaningful conversations.

You will learn through structured training, build relationships via phone and in-person interactions, and work toward both individual and team targets while supporting business growth.

Qualifications

• Structured training and coaching will be provided.
• Interest in financial planning, investments or wealth management.
• Comfortable working in an office-based tele-consulting environment.
• Willingness to learn and connect with people.
• Able to work towards individual and team targets.
• Flexible working hours including occasional weekends for events.

Responsibilities

• Engage existing customers primarily through tele-consulting, as well as in-person and virtual interactions.
• 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 customer acquisition targets through outbound prospecting and structured follow-ups.
• Build and grow your customer base through structured outreach activities, tele-prospecting initiatives and customer engagement programmes.
• Understand customers’ needs, financial goals and life stages, and recommend suitable banking, investment and insurance solutions in a clear and responsible manner.
• Work closely with the Business Sales Manager to support business plans and achieve individual and team KPIs.
• Participate in bank-led events, roadshows and outreach activities to engage customers and support business growth.
• Maintain strong relationships with existing customers by sharing relevant ideas, market updates and timely insights.
• Set personal goals and work consistently towards achieving them, with guidance and support from your manager and team.
• Continuously develop your knowledge and skills, including product knowledge, market awareness and customer communication.

Job description

About the Role

If you enjoy talking to people, learning new things, and helping others make better decisions with their money, this could be a great opportunity for you.

As part of our Wealth Management team, you will work in an office-based environment, primarily through tele-consulting, to engage and support customers. You will work with customers at different stages of their lives - from those starting their investment journey to those planning for the future and protecting what matters most.

Your role is to understand each customer’s needs and guide them towards suitable banking, investment and insurance solutions through meaningful, responsible conversations.

Key Responsibilities

• Engage existing customers primarily through tele-consulting, as well as through in-person and virtual interactions.

• 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 customer acquisition targets through outbound prospecting and structured follow-ups.

• Build and grow your customer base through structured outreach activities, tele-prospecting initiatives and customer engagement programmes.

• Understand customers’ needs, financial goals and life stages, and recommend suitable banking, investment and insurance solutions in a clear and responsible manner.

• Work closely with the Business Sales Manager to support business plans and achieve individual and team KPIs.

• Participate in bank-led events, roadshows and outreach activities to engage customers and support business growth.

• Maintain strong relationships with existing customers by sharing relevant ideas, market updates and timely insights.

• Set personal goals and work consistently towards achieving them, with guidance and support from your manager and team.

• Continuously develop your knowledge and skills, including product knowledge, market awareness and customer communication.

What We’re Looking For

You do not need to know everything from Day 1 - structured training and coaching will be provided. What matters most is your attitude, willingness to learn and ability to connect with people.

This role could be a good fit if you:

• Have an interest in financial planning, investments 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 delivering quality work and continuously improving yourself.

• Are comfortable working towards individual and team-based targets.

• Are open to flexible working hours, including occasional weekends for events when required.

• Have a positive attitude and are motivated to learn and develop within the wealth management space.

Candidates with prior financial advisory or wealth management experience may be considered for more senior positions.

What We Offer

• Competitive base salary with a comprehensive benefits package.

• Structured training and hands-on coaching to build your confidence, product knowledge and advisory skills.

• Supportive managers and a collaborative team environment.

• Recognition programmes that reward strong performance, including opportunities for overseas trips.

• Digital tools designed to support effective tele-consulting and hybrid ways of working.

• Holistic and flexible benefits designed to suit different lifestyles.

• Community initiatives that encourage employees to make a positive impact.

• Industry-leading learning and professional development opportunities.

• A strong focus on your wellbeing, growth and career aspirations.

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