Investment Consultant/Relationship Manager

Company Description

PhillipCapital, established as a stockbroker in 1975, has evolved into a leading integrated Asian financial institution with a global reach. Headquartered in Singapore, it operates across 15 financial hubs worldwide, including the USA, UK, Japan, and China, serving over one million clients with Assets Under Management exceeding USD 65 Billion. The firm offers a wide range of financial products and services, such as securities, forex, bonds, ETFs, fund management, insurance planning, corporate finance, and IT solutions. PhillipCapital caters to diverse clients, including retail investors, high-net-worth individuals, corporations, and institutions.

Our Opportunity

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Building strong, personal relationships with our clients is a key component of our Partnership in Finance.

Our Investment Consultant / Relationship Manager will pursue this mission through:

• Connecting with clients and placing clients interests first
• Delivering unparalleled quality in service
• Presenting clients with our wide array of financial services and products

What You'llDo

You will acquire, build and manage a relationship practice made up of both new and existing clients, focusing on:

• Client acquisition and retention
• Asset growth and protection
• Provision of client-focused solutions

Typical daily activities include:

• Proactively participating in business development and client acquisition activities
• Reviewing prospect and client portfolios
• Proposing needs-based solutions to prospects and clients
• Attending to and responding to customer queries professionally, both in person and via phone 

Our incentive programme rewards both your effort in client acquisition and retention. Incentives begin from your first closure. We value integrity, open communication, and a relentless focus on the client.

What You Need to Have

• A Diploma or Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record in sales experience within the financial services industry will be considered for the Relationship Manager position
• Applicants who are new to the financial industry and possess a positive attitude and aptitude will be considered
• Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage
• An initiator and team player
• Good communication skills

Role Description

This is a full-time, on-site role located in Singapore for an Investment Consultant/Relationship Manager. The role involves managing client relationships, providing financial advice, and developing investment strategies tailored to individual goals. Day-to-day responsibilities include assessing clients financial needs, recommending suitable financial products, tracking portfolios, and staying updated with market trends to offer informed advice. The role also requires delivering exceptional customer service and contributing to client satisfaction.

Qualifications

• Proficiency in Financial Planning and Finance
• Strong knowledge of Investments and Investment Strategies
• Exceptional Customer Service skills
• Ability to build and maintain long-term client relationships
• Up-to-date understanding of market trends and financial products
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Relevant certifications such as CFA or CFP are a plus
• Strong communication and interpersonal skills