Wealth Solutions Consultant — Growth & Client Relationships

go global hr pte. ltd.; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

go global hr pte. ltd. seeks a Wealth Solutions Consultant to support business development, client relationships and wealth management activities.

The role involves understanding clients' financial needs and offering appropriate financial solutions while adhering to regulatory and company policies. You will develop new opportunities, manage client bases, and maintain accurate records.

Qualifications

• Strong communication and interpersonal abilities.
• Ability to build and maintain professional client relationships.
• Strong organisational and documentation skills.
• Ability to work independently and as part of a team.
• Willingness to learn about financial products and services.
• Ability to follow regulatory requirements and company procedures.

Responsibilities

• Identify and develop new business opportunities.
• Build and maintain a client base and relationships.
• Understand clients' financial needs and objectives.
• Provide information on relevant financial products and services in compliance with regulations.
• Conduct regular reviews of clients' financial needs and goals.
• Maintain accurate client records and documentation.

Skills

Communication skills

Client relationship building

Organisational skills

Teamwork & independence

Willingness to learn

Regulatory compliance awareness

Job description

go global hr pte. ltd. seeks a Wealth Solutions Consultant to support business development, client relationships and wealth management activities.

The role involves understanding clients' financial needs and offering appropriate financial solutions while adhering to regulatory and company policies. You will develop new opportunities, manage client bases, and maintain accurate records.