Investment Management Consultant

6 days ago


Singapore The Advertiser Full time

Position Overview:

We are looking for a results-oriented Investment ManagementConsultant to support our sales team in acquiring new clients andgrowing existing accounts. The key role will be to drive AUM bypromoting our unique investment platforms, building strong clientrelationships and delivering exceptional customer service.

Key Responsibilities:

- Growth Driver: Identify and qualify leads,prospect new clients

- Consultative Selling: Understand and align client’s needs and expectations for the investmentproposed

- Proposal Development: Collaborate with the sales and delivery teamsto develop compelling proposals, presentations, and demonstrationsthat address client’s needs to showcase our capabilities

- Relationship Management: Build and maintain strong relationshipswith clients, ensure high levels of client satisfaction andretention.

- Sales Pipeline Management: Manage and nurture leads through thesales pipeline, track sales activities and opportunities in CRMsoftware and provide accurate sales forecasts

- Market Intelligence: Stay informed about industry trends,competitive landscape and market opportunities to position ourservices effectively

- Achieve Sales Targets: Meet/exceed monthly, quarterly andannual sales targets/objectives set by management

- Team Collaboration: Work closely with the sales team, deliveryteams, and other departments to achieve company goals and deliverseamless client experiences

Requirements:

- Singaporean / Singapore PR Only

- No prior experience required – Students are welcome to apply

- Minimum Local Diploma

- Excellent communication skills, both written and verbal

- Proactive attitude and ability to work independently

- Basic knowledge of Microsoft Office applications (Word, Excel,Outlook)

Benefits:

- Hands-on experience in recruitment, administration and financialadvisory support

- Opportunity to learn and grow in a supportive team environment

- Hybrid work arrangement


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