Wealth Management Consultant
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.
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.