Wealth Management Consultant (Investment)
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80358497
or email
jiawei@placement.com.sg
Overview
This role is for a Wealth Management Consultant (Investment), focused on helping clients achieve their financial goals through investment and insurance solutions. The position involves client acquisition, portfolio management, and long-term relationship building in a client-focused environment.
It offers a performance-driven career with structured development, mentorship, and opportunities to build recurring income.
This role combines client acquisition, advisory, and relationship management, with a strong emphasis on delivering investment solutions and maintaining long-term client trust.
Key Responsibilities
- Acquire clients through various prospecting strategies
- Review both prospective and existing client portfolios
- Propose tailored investment and insurance solutions based on client needs
- Manage and retain client relationships
- Respond to client enquiries in a professional manner
- Service and review financial portfolios to support long-term client engagement
Requirements
- A Diploma or Degree from a recognized institution in any field
- Strong communication and interpersonal skills
- A driven, entrepreneurial mindset with problem-solving ability
- Passion to make a meaningful impact
- Ability to work independently as well as in a team
Benefits & Development
- Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
- Incentive trips
- Opportunity to build recurring income streams
- Professional development and mentorship
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.