Senior Wealth Portfolio Consultant

Responsibilities

• Engage customers through tele-consulting, as well as virtual and face-to-face interactions, to understand their financial needs and provide support.
• Connect with new and existing customers through structured outreach, prospecting activities, and advisory conversations.
• Convert leads into advisory appointments through effective communication and follow-up strategies.
• Build and grow a customer portfolio by developing trusted relationships and delivering suitable financial solutions.
• Understand customers' financial goals, life stages, and priorities to recommend appropriate banking, investment, and insurance solutions.
• Work closely with the Business Sales Manager and team to support business plans, achieve KPIs, and drive growth.
• Participate in customer engagement activities, including events, roadshows, and outreach programmes to strengthen relationships.
• Continuously improve product knowledge, market awareness, and communication skills while working towards personal and team goals.
• Who You'll Enjoy This Role With
• You are not expected to have all the knowledge from the beginning - that is what training is designed for. What matters most is your mindset, commitment, and willingness to grow.
• What You Can Expect From Us
• Competitive pay with a full benefits package
• Structured training and hands-on coaching to strengthen your confidence and capabilities
• Supportive leaders and a collaborative team culture
• Recognition programmes that reward strong performance (including overseas opportunities)
• Digital tools that enhance tele-consulting effectiveness and support flexible working arrangements
• This role is suited for you if you:
• Have an interest in financial planning or wealth management
• Enjoy interacting with people and building strong relationships through conversations
• Are comfortable working in an office environment with a focus on tele-consulting
• Take pride in delivering quality work and continuously improving yourself
• Are willing to work flexible hours, including some weekends for events when required
• Candidates with prior financial advisory experience may be considered for more senior positions.

Benefits

Additional Information

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D What This Role Is About If you enjoy engaging with people, continuously learning, and helping others make informed financial decisions, this opportunity may be suitable for you. As part of our Wealth Management team, you will work in an office-based environment and primarily connect with customers through tele-consulting. You will support customers across different stages of their financial journey - from beginning their investment plans to preparing for the future and protecting their financial wellbeing. Your role is to provide guidance and recommend suitable solutions through meaningful conversations.

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