Investment Consultant / Relationship Manager

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

We are a comprehensive financial services platform providing a wide range of solutions, including global equities trading and wealth management advisory services. We are conveniently positioned across Singapore neighbourhoods to better serve and support our clients. We are seeking motivated, goal-driven, and adaptable individuals to be part of our growing team.

Our Opportunity:

We focus on supporting individuals and families with their financial goals, whether they are looking to grow their wealth or safeguard their future through suitable financial solutions.

Developing trusted and meaningful relationships with our clients is a fundamental part of our approach to creating long-term value.

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

• Engaging with clients while prioritising their needs and financial interests.
• Providing exceptional service standards and a professional client experience.
• Introducing clients to a comprehensive range of financial products and solutions.

What you'll do:

You will develop, grow, and manage a portfolio of both new and existing clients, with a focus on:

• Client Acquisition and Retention
• Asset Growth and Protection
• Provision of client focused solutions

Typical daily activities include:

• Actively engage in business development and client acquisition initiatives.
• Review and analyse prospect and client portfolios.
• Recommend suitable needs-based financial solutions to prospects and clients.
• Handle customer enquiries professionally through face-to-face interactions and phone communication.

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

• A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
• Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
• Applicants who are new-to-financial industry who possess 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.

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