Investment Consultant / Relationship Manager

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

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

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

(Entry-Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.

Overview

This opportunity is with a financial or investment hub in Singapore that provides comprehensive financial solutions, including global equities trading and wealth management advisory services. With multiple locations across neighbourhoods, the organisation aims to offer accessible and client-centric financial support.

The role of Investment Consultant / Relationship Manager focuses on helping individuals and families grow and protect their wealth while building long-term, trust-based relationships. The organisation values driven, adaptable individuals who are committed to delivering high-quality service and achieving strong results.

Key Responsibilities

• Acquire new clients while maintaining and strengthening relationships with existing clients
• Manage and grow a portfolio of clients, focusing on both asset growth and protection
• Conduct regular reviews of clients financial portfolios to identify opportunities and risks
• Recommend tailored, needs-based financial solutions aligned with clients goals
• Present and promote a wide range of financial products and services
• Actively participate in business development and client acquisition initiatives
• Respond to client enquiries professionally through both face-to-face and remote channels
• Deliver high standards of service to ensure client satisfaction and retention

Requirements

Main requirements:

• A diploma or degree, preferably in Business, Banking & Finance, Engineering, or a related field
• Strong interpersonal and communication skills
• A proactive attitude with the ability to work both independently and as part of a team
• A positive mindset and willingness to learn (candidates new to the financial industry are welcome)

Candidates with the following will have an advantage:

• At least 2 years of sales experience in the financial services industry (for Relationship Manager consideration)
• Relevant financial advisory experience and certifications such as CMFAS M5, M6, M8, M9, and HI