Wealth Management Consultant

2 weeks ago


Singapore CAREER CRAFT PTE. LTD. Full time
Roles & Responsibilities

Job Title: Wealth Consultant (Investment)

Company Overview:

Join a leading Independent Financial Advisory (IFA) firm in Singapore, where we empower our clients to achieve their financial goals through tailored investment solutions. As a Wealth Consultant (Investment), you will be part of a dynamic team that delivers expert advice on wealth management, investment planning, and financial strategies. You will assign to our working partner in an immigration consultancy firm to service a huge guaranteed large pool of high net worth (HNW) clients based on genius guaranteed leads.

Job Description:

We are seeking motivated and results-driven individuals to join our team as Wealth Consultants (Investment). In this role, you will:

1. Deliver Expert Investment Strategies:

- Provide personalized investment solutions, including unit trusts, bonds, equities, and structured products.

- Conduct in-depth financial needs analysis to understand clients' goals and risk profiles.

2. Build and Manage Client Relationships:

- Establish and nurture strong client relationships, ensuring open communication and trust.

- Take charge of managing clients' financial portfolios, employing a comprehensive approach to optimize performance.

3. Present Investment Proposals:

- Exhibit a high level of professionalism when presenting investment proposals to both retail and high-net-worth clients.

- Conduct regular reviews to assess the progress of clients' investments and make adjustments as needed.

4. Drive Sales and Business Growth:

- Identify new business opportunities and generate leads through networking and referrals.

- Achieve sales targets and contribute to the growth of the team.

4. Drive Sales and Business Growth:

- Identify new business opportunities and generate leads through networking and referrals.

- Achieve sales targets and contribute to the growth of the team.

5. Stay Updated on Market Trends:

- Keep abreast of global financial markets, economic trends, and regulatory changes.

- Provide clients with timely and relevant investment insights.

Job Requirements:

- Qualifications: Applicants should have completed A Level, Diploma, or a Bachelor's Degree in any field.

- Skills and Attributes:

- Strong communication and interpersonal skills.

- Demonstrated ability to interact positively with others.

- Enthusiasm and interest in investment and financial concepts.

- Experience:

- Prior experience in banking or the financial sector is advantageous but not mandatory.


If you’re ready to be part of a dynamic team and make a difference in customers’ daily lives, we’d love to hear from you


We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated CV to[contact@careercraft.sg]

EA personnel: Ong Ping Tiong

EA personnel Reg No: R25127323)

EA License No: 24C2562


Tell employers what skills you have

Wealth Management
Referrals
Management Consulting
Investment Strategies
Financial Planning
Interpersonal Skills
Investments
Wealth
Needs Analysis
Networking
Bonds
Banking
Consulting
Financial Advisory
Unit Trusts
Teamwork Skills
Equities
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