Senior/Wealth Portfolio Consultant (Banking/Perm)

PERSOL SINGAPORE PTE. LTD.

Singapore, Singapore
Base: competitive; bonus/equity: not specified; be...
Tele-consulting experience required
Outbound prospecting skills needed
Customer relationship building ability
This role involves guiding customers through their investment journey using tele-consulting and in-person interactions

Job Summary

  • This role involves guiding customers through their investment journey using tele-consulting and in-person interactions.
  • Candidates will be responsible for converting leads into advisory appointments and achieving monthly acquisition targets.
  • The company offers competitive pay, structured training, and opportunities for overseas trips as part of recognition programs.

Matching Summary

Match Score: 85

This role involves guiding customers through their investment journey using tele-consulting and in-person interactions.

Salary

Base: Competitive; Bonus/Equity: Not specified; Benefits: Full benefits package including holistic flexible options

Skills & Requirements

Must-have

  • Tele-consulting experience required
  • Outbound prospecting skills needed
  • Customer relationship building ability

Nice-to-have

  • Prior financial advisory experience preferred
  • Willingness to learn new products
  • Comfortable with flexible weekend hours

Key Requirements

  • No prior experience required on Day 1
  • Open to flexible working hours including weekends
  • Strong communication and rapport building skills

Work Rights

Not specified

Tailored Resume

Cover Letter