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 Junior 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 pool of high net worth (HNW) clients based on a genius guaranteed lead.Job DescriptionWe 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.- Manage 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.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.Application InstructionsIf you are passionate about helping clients achieve financial success and are ready to take your career to the next level, we want to hear from you! Email your CV to Career Craft Pte Ltd (24C2562) @ or WhatsApp to Mr. Ong Ping Tiong( Kelvin) Reg No: R25127323 @ +65-87964450.Agent Note This position is posted on behalf of a client by a third party agent.
InternSG
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 Junior 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 pool of high net worth (HNW) clients based on a genius guaranteed lead.Job DescriptionWe 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.- Manage 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.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.Application InstructionsIf you are passionate about helping clients achieve financial success and are ready to take your career to the next level, we want to hear from you! Email your CV to Career Craft Pte Ltd (24C2562) @ or WhatsApp to Mr. Ong Ping Tiong( Kelvin) Reg No: R25127323 @ +65-87964450.Agent Note This position is posted on behalf of a client by a third party agent.
