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Wealth Management Consultant(Insurance)

1 month ago

Singapore STAR CAREER CONSULTING PTE. LTD. Full time
Roles & Responsibilities

Wealth Management Consultant(Investment)


BENEFITS

  • Competitive compensation package(Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
  • Various incentive trips
  • Build a growing stream of recurring income
  • Professional development and Mentorship to break barriers


ROLE

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.


RESPONSIBILITIES

1. Client acquisition through various prospecting strategies.

2. Review prospective/existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.



REQUIREMENTS

· Diploma or Degree from a recognized institution in any field

· Passionate to make a difference

· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

· Outspoken with excellent communication & interpersonal skills

· Equally motivated by working independently as well as collaborating in a team



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

Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com



Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)


Tell employers what skills you have

Wealth Management
Customer Relationship
Investment Advisory
Lifestyle
Unit Investment Trusts
Financial Planning
Interpersonal Skills
Investments
Wealth Accumulation
Wealth
Risk Management
Trust Management
MS Word
Adaptability
Unit Trust - UT
Consulting
Financial Advisory
Unit Trusts
Financial Services