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Branch Investment Consultant (Full-Time)

PhillipCapital | Singapore | SG

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Branch Investment Consultant (Full-Time) Branch Investment Consultant (Full-Time)

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Role Overview:

As a Branch Investment Consultant & Client Relationship Manager, you will be instrumental in building and maintaining strong client relationships, ensuring their financial needs are expertly met through our diverse range of products and services. Your primary focus will be on delivering exceptional service, prioritising clients interests, and providing tailored financial solutions.

Key Responsibilities:

  • Client Acquisition & Retention: Develop and manage a robust client base by acquiring new clients and nurturing existing relationships.
  • Asset Growth & Protection: Assist clients in growing and protecting their assets through informed and strategic financial decisions.
  • Client-Centric Solutions: Provide personalized financial solutions that align with each clients unique goals and needs.

Daily Activities Include:

  • Actively engaging in business development and client acquisition efforts.
  • Conducting comprehensive reviews of prospect/client portfolios.
  • Proposing needs-based solutions to prospects and clients.
  • Addressing client inquiries with professionalism.

Incentives & Culture:

Our incentive program rewards your success from your very first client closure, with a focus on both acquisition and retention. We foster a culture of integrity, open communication, and a relentless commitment to client satisfaction.

Qualifications:

  • Diploma/Degree certifications.
  • A minimum of 2 years of progressive sales experience in the financial services industry is preferred for the Relationship Manager position.
  • Open to candidates new to the financial industry who have a positive attitude and strong aptitude.
  • Financial Advisory experience and CMFAS accreditation (M5, M6, M8, M9 & HI) are advantageous.
  • Proactive, team-oriented individual with excellent communication skills.
Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

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Information :

  • Company : PhillipCapital
  • Position : Branch Investment Consultant (Full-Time)
  • Location : Singapore
  • Country : SG

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Branch Investment Consultant (Full-Time) job info - PhillipCapital Singapore above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Branch Investment Consultant (Full-Time) job info - PhillipCapital Singapore in 2025-06-20 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.

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Post Date : 2025-06-20 | Expired Date : 2025-07-20

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