Wealth Management Consultant (Investment)

PLACEMENT PROFESSIONALS

Islandwide, Singapore
Monthly allowance + commission + incentives; quart...
Client acquisition through prospecting strategies
Portfolio management and review
Tailored investment and insurance solutions
This role focuses on helping clients achieve their financial goals through investment and insurance solutions

Job Summary

  • This role focuses on helping clients achieve their financial goals through investment and insurance solutions.
  • The position involves acquiring new clients, reviewing portfolios, and managing long-term client relationships.
  • Candidates will receive competitive compensation including monthly allowances, commissions, incentives, and quarterly bonuses.

Matching Summary

Match Score: 85

This role focuses on helping clients achieve their financial goals through investment and insurance solutions.

Salary

Monthly allowance + Commission + Incentives; Quarterly Bonus + Year End Bonus; Not specified

Skills & Requirements

Must-have

  • Client acquisition through prospecting strategies
  • Portfolio management and review
  • Tailored investment and insurance solutions

Nice-to-have

  • Entrepreneurial mindset with problem-solving ability
  • Strong communication and interpersonal skills
  • Ability to work independently and in a team

Key Requirements

  • Diploma or Degree from a recognized institution
  • Strong communication and interpersonal skills
  • Driven entrepreneurial mindset

Work Rights

Not specified

Tailored Resume

Cover Letter