Wealth Manager (Investment)
External
Star Career Consulting · SingaporeS$48K–S$180K/yrContractUnknown1w ago
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Responsibilities
- Client acquisition through various prospecting strategies.
- Review prospective/existing client portfolio.
- Propose solutions and planning for client investment and insurance needs.
- Client management and retention.
- Attend and respond to customer queries professionally.
- Service and review financial portfolios in maintaining a long-term customer relationship.
Requirements
- Diploma or Degree from a recognized institution in any field
- Passionate to make a difference
- Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
- Outspoken with excellent communication & interpersonal skills
- Equally motivated by working independently as well as collaborating in a team
- We respect your privacy and all communication will be treated with confidentiality.
- Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com
- Kelvin (Reg. No. R1872625)
- STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)
Benefits
Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)Various incentive tripsBuild a growing stream of recurring incomeProfessional development and Mentorship to break barriersROLEBecome a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.
Additional Information
Wealth Management Consultant(Investment)
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