Wealth Solutions Consultant / Wealth Solutions Manager

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

Job Title: Wealth Solutions Consultant

Job Description

We are seeking a Wealth Solutions Consultant to support business development, client relationship management and wealth management activities.

The role involves understanding clients' financial needs, providing information on relevant financial solutions and maintaining ongoing client relationships in accordance with applicable regulations and company policies.

Key Responsibilities

Business Development

• Identify and develop new business opportunities.

• Build and maintain a client base.

• Understand clients' financial needs and objectives.

• Provide information on relevant financial products and services in accordance with applicable regulatory requirements.

Client Relationship Management

• Build and maintain professional relationships with clients.

• Respond to client enquiries and provide ongoing customer support.

• Conduct regular reviews of clients' financial needs.

• Maintain accurate client records and relevant documentation.

Compliance and Administration

• Follow company policies and established procedures.

• Maintain proper records of client interactions and related activities.

• Ensure accuracy and completeness of required documentation.

Job Requirements

• Good communication and interpersonal skills.

• Ability to build and maintain client relationships.

• Good organisational and documentation skills.

• Ability to work independently and as part of a team.

• Willingness to learn and develop knowledge of financial products and services.

• Ability to follow company procedures and relevant regulatory requirements.