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 Senior 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.
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.
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.
Why Join Us?
- Attractive Remuneration:
- Earn over $7,000 allowance matching (like a basic salary).
- Enjoy the highest commissions of up to 50% of what you close.
- Guaranteed MDRT/COT with our one-to-one guidance/mentorship
- Receive quarterly bonuses every 3 months and a year-end bonus.
- Incentives and Passive Income:
- Qualify for free overseas sales trip incentives.
- Earn lifetime passive income as you go
- Support and Resources:
- Digital marketing leads provided to help you succeed—no need to rely purely on referrals.
- Access to cutting-edge digital tools and platforms to streamline your workflow.
- Career Growth:
- Comprehensive training provided for candidates without experience.
- Opportunities for mentorship, continuous learning, and advancement.
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:
- Prefer experienced candidates with existing RNF codes, those without are welcome to apply as a junior
- Only Singapore citizens/ permanent residents need to apply
Agent Note This position is posted on behalf of a client by a third party agent.
Related Job Searches:
- Company:
Career Craft Pte Ltd - Designation:
Senior Wealth Management Consultant - Profession:
Banking / Finance - Industry:
Consultancy - Location:
Downtown Core