Wealth Solutions Consultant - Fast-Track Growth & Training

STAYCARAT TALENT; Singapore; Vor Ort; SGD 45.000 - 134.000; Vollzeit

Benefits dieser Stelle

Fast track career progression

Training allowance

Career development training

Monthly investment training by topfund

Zusammenfassung

STAYCARAT TALENT is seeking finance consultants to grow the client base and manage investment portfolios by delivering tailored financial solutions. You will conduct analyses, perform due diligence, organize client events, and stay informed on market trends to drive business growth.

The role emphasizes building relationships, attending training sessions, and developing wealth-management knowledge while supporting clients’ financial goals in a dynamic market environment.

Qualifikationen

• Strong communication and interpersonal skills for client engagement.
• Ability to organize and track multiple overlapping tasks efficiently.
• Willingness to participate in ongoing training and development.

Aufgaben

• Expand the client base by identifying and engaging potential clients across wealth segments.
• Conduct analyses to align financial solutions with clients' objectives.
• Implement client acquisition strategies to grow business opportunities.
• Manage client investment portfolios and provide updates on market movements.
• Build and maintain strong relationships with new and existing clients.
• Perform due diligence, research, and documentation to support decisions.
• Organize and invite clients to investment events to enhance engagement.
• Attend monthly investment training sessions funded by the company.
• Monitor market events and trends relevant to client portfolios.

Kenntnisse

Communication

Client relations

Sales & negotiation

Portfolio analysis

Ausbildung

Local polytechnic diploma or degree

Jobbeschreibung

STAYCARAT TALENT is seeking finance consultants to grow the client base and manage investment portfolios by delivering tailored financial solutions. You will conduct analyses, perform due diligence, organize client events, and stay informed on market trends to drive business growth.

The role emphasizes building relationships, attending training sessions, and developing wealth-management knowledge while supporting clients’ financial goals in a dynamic market environment.