Financial Consultant

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg OR WhatsApp +65 80863812 (wa.me/+6580863812) I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. Company Overview We deliver high-value wealth management solutions, portfolio advisory, and consultancy services with the highest levels of transparency and dedication to protect the financial well-being of our clients. Job Summary • Provide customized wealth advisory and strategic financial blueprints to account holders while fostering enduring alliances and hit volume milestones. • Constantly upgrade your professional capabilities via corporate training modules to elevate advisory standards and customer satisfaction metrics. Responsibilities • Provide wealth consulting and portfolio design frameworks specifically aligned with the needs and objectives of each individual client • Build and sustain long-term client relationships to foster trust and repeat business • Evaluate the current economic positions of prospects to suggest appropriate asset instruments and wealth strategies • Achieve or surpass performance quotas set by management through strategic customer acquisition and relationship management • Engage actively in ongoing training and self-development programs to enhance financial expertise and service delivery Preferred competencies and qualifications • Experience in Sales, Marketing, or Financial Services is a plus • Willingness to participate in training and obtain company-provided certification By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.