To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[HIDDEN TEXT]

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

We empower individuals to take control of their financial future through expert, innovative, and personalised wealth strategies. We provide structured training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients wealth management needs.

Job Summary

You will grow the client base and oversee investment portfolios by providing customised financial solutions. This role involves conducting analyses, performing due diligence, organising client events, and keeping up with market developments to support business growth.

Responsibilities

Grow the client base by identifying and engaging prospective clients across different wealth segments
Conduct comprehensive analyses to align financial solutions with clients investment objectives
Implement targeted client acquisition strategies to expand business opportunities
Oversee client investment portfolios and provide timely updates on market movements and conditions
Establish and maintain strong relationships with new and existing clients to encourage business growth
Perform due diligence, research, analysis, and documentation to support investment decisions
Organize and invite clients to investment events to enhance client engagement and education
Attend monthly investment training sessions funded by the company to continuously improve financial knowledge
Monitor and stay informed of current events, industry trends, and market conditions relevant to client portfolios

Required competencies and certifications

Strong communication and interpersonal abilities to effectively engage clients and stakeholders
Ability to efficiently manage and monitor multiple overlapping tasks and assignments

Preferred competencies and qualifications

Local Polytechnic Diploma or Degree in any field
Entry-level candidates and mid-career switchers are welcome

Other Information

Remuneration Package & Benefits:

Fast track career progression
Training allowance provided for successful candidates
Career development training provided
Monthly investment training by top fund houses
Base salary ranges from $4,000 to $12,000 with uncapped remuneration potential

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Wealth Planning Consultant