Wealth Strategy Consultant – Fast-Track Growth & Training

STAYCARAT TALENT; Singapore; On-site; SGD 45,000 - 134,000; Full time

Benefits offered by this job

Fast track career progression

Training allowance provided

Career development training provided

Monthly investment training by topfund

Job summary

STAYCARAT TALENT in Singapore is looking for a client-focused professional to expand the client base and manage investment portfolios. You will conduct analyses, perform due diligence, and organize client events to drive business growth.

You will build strong client relationships, stay informed on market trends, and participate in monthly investment training funded by the company. The role offers a base salary and uncapped remuneration potential.

Qualifications

• Strong communication and interpersonal skills for client engagement.
• Ability to organize and track multiple overlapping tasks efficiently.

Responsibilities

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

Skills

Effective communication

Organizational skills

Education

Polytechnic Diploma or Degree

Job description

STAYCARAT TALENT in Singapore is looking for a client-focused professional to expand the client base and manage investment portfolios. You will conduct analyses, perform due diligence, and organize client events to drive business growth.

You will build strong client relationships, stay informed on market trends, and participate in monthly investment training funded by the company. The role offers a base salary and uncapped remuneration potential.