Wealth Management Consultant(Investment) - STAR CAREER CONSULTING PTE. LTD.

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

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