Investment Consultant

1 day ago

Central Region, Singapore Phillip Securities Pte Ltd Full time $80,000 - $120,000 per year

Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.

Our Opportunity:

Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.

Building strong, personal relationships with our clients is a key component to our Partnership in Finance.

Our Investment Consultant/Relationship Manager will pursue this mission through:

  • Connecting with clients and placing clients' interest first.
  • Delivering unparalleled quality in service
  • Presenting clients with our wide array of financial services and products.

What you'll do:

You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:

  • Client Acquisition and Retention
  • Asset Growth and Protection
  • Provision of client focused solutions

Typical daily activities include:

  • Proactively participate in business development/client acquisition activities.
  • Reviewing prospect/client portfolios.
  • Propose needs-based solutions to prospects/ clients.
  • Attending and responding to customer queries professionally (in person and via phone)

Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.

What you need to have:

  • A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
  • Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
  • Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
  • Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
  • An initiator and team player.
  • Good communication skills.

If you are up for the challenge and are looking for an environment of growth and opportunities, please direct a full resume, including your cover letter, present and expected salaries to the HR department via the APPLY now button.

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)

  • Investment Analyst

    2 weeks ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Full Time **Salary** $10,000 - $15,000 Per Month **Date Posted** 7 hours ago Additional Details **Job ID** 3491 **Job Views** 2 Roles & Responsibilities **About TPG** TPG is a leading global alternative asset management firm founded in San Francisco in 1992 with $109 billion of assets under...

  • Financial Consultant Trainee

    2 weeks ago

    Central Region, Singapore Premier Advisory - Andrew Ang Full time $104,000 - $130,878 per year

    About the RoleWant to break into the financial sector? Join us as a Financial Consultant Trainee, where you'll build strong foundations in financial planning, investment strategies, and client engagement. With our training, you will gain recognised certification in the financial industry.What You'll Learn & DoSupport administrative and client servicing...

  • Investment Associate, High Growth Equity Fund, Singapore

    1 day ago

    Central Singapore PER, Private Equity Recruitment Full time $80,000 - $120,000 per year

    About our client We are currently working with a leading global private equity firm focused on growth and buyout acquisitions, with a focus on high growth investments in the technology space. The fund is expanding their Singapore team with an additional Associate. What the job involves You will be working across the full transaction cycle from...

  • Jewellery Sales Consultant

    1 week ago

    Central Region, Singapore The Good Life Club Pte Ltd Full time $45,000 per year

    JEWELLERY SALES CONSULTANTTurn Your Passion for Jewellery into a Rewarding CareerCarrie K. is seeking a talented Jewellery Sales Consultant with a passion for creating exceptional client experiences. As Singapore's acclaimed fine jewellery brand creating meaningful, modern heirlooms, we seek the special someone who is passionate about sales and sparking joy...

  • Sales Consultant/ Broker

    5 days ago

    Central Region, Singapore Jones Lang LaSalle Property Consultants Pte Ltd Full time $80,000 - $120,000 per year

    We are seeking a highly motivated and experienced Real Estate Sales Broker to focus on foreign properties in the United Kingdom, Australia, and Japan. The successful candidate will be responsible for building and maintaining relationships with international clients, identifying potential buyers for foreign properties, facilitating the sales process, and...

  • Inside Sales Consultant

    1 week ago

    Central Region, Singapore PROPSELLER PTE. LTD. Full time $4,500 - $5,000 per year

    About PropsellerIn 2024, Propseller has been ranked #1 Fastest-Growing Real Estate Company in APAC by the Financial Times and #10 in Singapore's fastest-growing companies 2024 ranking by The Straits Times and StatistaIn August 2022, Propseller raised a US$12M Series A led by Vertex Ventures, the VC arm of Temasek, the investment company owned by the...

  • Network Presales Consultant Japanese Speaking

    2 weeks ago

    Central Region, Singapore Good Job Creations (Singapore) Pte Ltd Full time $104,000 - $130,878 per year

    [JOB ID:1073232]Responsibilities: Provide consultation, solutions and product knowledge to support sales teamIdentify customer business requirement/technical requirement and generate sales opportunity with the proper solution.Design right solutions to achieve customer business outcome and maximize customer investment and satisfaction.Present the solution to...

  • Consultant, Financial Reporting

    5 days ago

    Central Singapore Northern Trust Corp. Full time

    **About Northern Trust**: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our enduring...

  • Social and Media Consultant

    7 days ago

    Central, Singapore Academy Video Productions Pte Ltd Full time $2,000

    We're Hiring: Social & Media Consultant – Academy Video Productions Location: Singapore Yearly contract About the Role: Do you have a passion for media and marketing? We’re looking for a creative and driven Social & Media Consultant to help businesses unlock the power of their socials through compelling videos. You’ll advise prospects on trends and...

  • Database Consultant

    21 hours ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $3,000 - $3,500 Per Month **Date Posted** 5 hours ago Additional Details **Job ID** 94231 **Job Views** 1 **Job Description**: Roles & Responsibilities The Database Consultant is responsible for all aspects of the design, development, delivery & maintenance of data and...