Investment Consultant / Relationship Manager

PHILLIP SECURITIES PTE LTD

Singapore, Singapore
Not specified; incentive program rewards client ac...
Client acquisition and retention
Portfolio review and analysis
Needs-based financial solutions
The role focuses on building strong personal relationships with clients to meet their wealth accumulation and protection needs

Job Summary

  • The role focuses on building strong personal relationships with clients to meet their wealth accumulation and protection needs.
  • Responsibilities include proactively participating in business development, reviewing client portfolios, and proposing tailored financial solutions.
  • The company offers an incentive program that rewards effort in both client acquisition and retention from the first closure.

Matching Summary

The role focuses on building strong personal relationships with clients to meet their wealth accumulation and protection needs.

Salary

Not specified; Incentive program rewards client acquisition and retention

Skills & Requirements

Must-have

  • Client acquisition and retention
  • Portfolio review and analysis
  • Needs-based financial solutions

Nice-to-have

  • Positive attitude and aptitude
  • Initiator and team player
  • Good communication skills

Key Requirements

  • Diploma or Degree in Business, Banking & Finance, or Engineering
  • 2 years progressive sales experience in financial services (for RM)
  • CMFAS M5, M6, M8, M9 & HI accreditation (advantage)

Work Rights

Not specified

Tailored Resume

Cover Letter