Wealth Portfolio Manager, up to $4100 basic salary + commission + fixed allowance

SUCCESS HUMAN RESOURCE CENTRE PTE. LTD.; Singapore; On-site; SGD 27,000 - 46,000; Full time

Benefits offered by this job

Commission

Fixed allowance upon deployment

Job summary

SUCCESS HUMAN RESOURCE CENTRE PTE. LTD. in Singapore seeks a sales-focused Financial Adviser to engage customers through tele-consulting, in-person and virtual sessions, and convert leads into advisory appointments.

Location: Raffles Place with flexible hours and occasional weekend events. You will identify new relationships via outbound outreach, support the Business Sales Manager, and participate in bank-led events to drive growth and help clients with banking, investment and insurance

Qualifications

• Diploma or degree with relevant FA experience.
• Experience in tele-consulting and advisory appointments.
• Ability to identify and develop new customer relationships.

Responsibilities

• Engage customers via tele-consulting, in-person and virtual interactions.
• Convert warm and cold leads into advisory appointments.
• Identify and develop new customer relationships through outbound conversations.
• Achieve monthly targets through outbound prospecting and follow-ups.
• Support business plans with the Sales Manager to hit KPIs.
• Participate in bank-led events and outreach activities to drive growth.

Skills

Tele-consulting

Lead conversion

Outbound prospecting

Customer engagement

Relationship building

KPI achievement

Education

Diploma or degree in Finance/FA

Job description

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
• 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

Period: Permanent

Location: Raffles Place

Working Hours:flexible working hours, including some weekends for events when required

Salary: Up to $4100 basicsalary + Commission + $300 fixed allowance upon deployment

Requirements:

• Minimally diploma or degree with relevant experience in FA

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.