Investment Planner Consultant

2 weeks ago


Singapore RANDSTAD PTE. LIMITED Full time
Roles & Responsibilities

Key Perks:

  • Lucrative base salary complemented by generous incentives and performance-driven bonuses.
  • Comprehensive benefits package, including medical coverage and retirement plans.
  • Gain access to exclusive training and development initiatives designed to refine your expertise.
  • Forge a path for advancement within a nurturing and vibrant work culture.

Be part of a distinguished organization ranked among Singapore's top employers, where excellence isn't just a target but a norm. They pride themselves on cultivating an inclusive, collaborative, and continuously evolving environment to ensure every team member thrives.

As an Investment Planner Consultant, you'll assume a pivotal role within the esteemed sales team, engaging clients through tailored solutions and exclusive events. Your duties will encompass:

  • Hosting client engagement events to cultivate relationships and instill confidence.
  • Analyzing client portfolios to devise bespoke solutions aligned with their goals.
  • Surpassing sales benchmarks via adept upselling and cross-selling of financial products and services.
  • Exploring internal mobility pathways for career progression opportunities.

Skills and Requirements:

  • No prior experience necessary; comprehensive training will be provided.
  • Possession of tertiary education and relevant certifications in financial services.
  • Exceptional communication and interpersonal aptitude.
  • Proven history of exceeding sales targets and delivering exceptional customer service.

Seize the opportunity; apply now to unlock a world of possibilities.

(EA: 94C3609/ R

Tell employers what skills you have

Wealth Management
Upselling
Referrals
Aftersales
Financial Planning
Interpersonal Skills
Healthcare
Exceptional Customer Service
Relationship Management
Wealth
Mobility
Financial Analysis
Banking
Excel
Personal Development
Retirement
Financial Services
Customer Service Experience

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