Wealth Management Consultant(Investment)

2 weeks ago


Singapore STAR CAREER CONSULTING PTE. LTD. Full time $60,000 - $120,000 per year

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

Kelvin (Reg. No. R

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



  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Job Description: APEX Investment Wealth Manager and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. No prior experience needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Job Description: APEX Investment Wealth Manager and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. No prior experience needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & Responsibilities Job Description: APEX Investment Wealth Manager and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. No prior experience needed as we will give you the support and training you need. We provide the training and mentorship you need to get you...


  • Singapore STAR CAREER CONSULTING PTE. LTD. Full time

    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...


  • Singapore Keppel (Fund Management & Investment) Full time

    Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment)Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition decisions...


  • Singapore WEALTH ASIA LLP Full time

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...


  • Singapore Wealth Asia Full time $40,000 - $60,000 per year

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.Core Function & SupportProvide direct administrative and analytical support to the Executive Wealth...


  • 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...


  • Singapore Career Craft Pte Ltd Full time

    Company Career Craft Pte Ltd - careercraft.sg Designation Junior Wealth Management Associate (Investment) Date Listed 20 Feb 2025 Job Type Entry Level / Junior Executive - Full/Perm Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Maxwell Road, Tanjong Pagar MRT Station (EW15), Singapore - Work...

  • Islandwide, SG

    2 hours ago


    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to...