- Singapore
Full Time Wealth Portfolio Consultant (Perm) UID:2269 Jobs, Salary up to SGD 5,500 in PERSOL - Maukerja
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Job Description
Responsibilities
Key Responsibilities
Engage existing customers primarily through
tele-consulting
, as well as through in-person and virtual interactions.
Convert warm and cold leads into advisory appointments through structured tele-consulting.
Proactively identify, engage and develop new customer relationships through outbound advisory conversations.
Achieve monthly customer acquisition targets through outbound prospecting and structured follow-ups.
Build and grow your customer base through structured outreach activities, tele-prospecting initiatives and customer engagement programmes.
Understand customers’ needs, financial goals and life stages, and recommend suitable banking, investment and insurance solutions in a clear and responsible manner.
Work closely with the
Business Sales Manager
to support business plans and achieve individual and team KPIs.
Participate in bank-led events, roadshows and outreach activities to engage customers and support business growth.
Maintain strong relationships with existing customers by sharing relevant ideas, market updates and timely insights.
Set personal goals and work consistently towards achieving them, with guidance and support from your manager and team.
Continuously develop your knowledge and skills, including product knowledge, market awareness and customer communication.
What We’re Looking For
You do not need to know everything from Day 1 — structured training and coaching will be provided. What matters most is your attitude, willingness to learn and ability to connect with people.
This role could be a good fit if you:
Have an interest in
financial planning, investments or wealth management
.
Enjoy speaking with people and building rapport over the phone.
Are comfortable working in an
office-based, tele-consulting environment
.
Take pride in delivering quality work and continuously improving yourself.
Are comfortable working towards individual and team-based targets.
Are open to flexible working hours, including occasional weekends for events when required.
Have a positive attitude and are motivated to learn and develop within the wealth management space.
Candidates with prior
financial advisory or wealth management experience
may be considered for more senior positions.
What We Offer
Competitive base salary
with a comprehensive benefits package.
Structured training and hands-on coaching to build your confidence, product knowledge and advisory skills.
Supportive managers and a collaborative team environment.
Recognition programmes that reward strong performance, including opportunities for
overseas trips
.
Digital tools designed to support effective tele-consulting and hybrid ways of working.
Holistic and flexible benefits designed to suit different lifestyles.
Community initiatives that encourage employees to make a positive impact.
Industry-leading learning and professional development opportunities.
A strong focus on your
wellbeing, growth and career aspirations
.
Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.
PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at ************* You acknowledge that you have read, understood, and agree with the Privacy Policy.
PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.
We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.
In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.
Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
Our full Privacy Policy is available at ************* If you wish to withdraw your consent, please drop us an email at "*************" to let us know. Please feel free to contact us if you have any queries.
For more information, please visit *************
Engage existing customers primarily through
tele-consulting
, as well as through in-person and virtual interactions.
Convert warm and cold leads into advisory appointments through structured tele-consulting.
Proactively identify, engage and develop new customer relationships through outbound advisory conversations.
Achieve monthly customer acquisition targets through outbound prospecting and structured follow-ups.
Build and grow your customer base through structured outreach activities, tele-prospecting initiatives and customer engagement programmes.
Understand customers’ needs, financial goals and life stages, and recommend suitable banking, investment and insurance solutions in a clear and responsible manner.
Work closely with the
Business Sales Manager
to support business plans and achieve individual and team KPIs.
Participate in bank-led events, roadshows and outreach activities to engage customers and support business growth.
Maintain strong relationships with existing customers by sharing relevant ideas, market updates and timely insights.
Set personal goals and work consistently towards achieving them, with guidance and support from your manager and team.
Continuously develop your knowledge and skills, including product knowledge, market awareness and customer communication.
What We’re Looking For
You do not need to know everything from Day 1 — structured training and coaching will be provided. What matters most is your attitude, willingness to learn and ability to connect with people.
This role could be a good fit if you:
Have an interest in
financial planning, investments or wealth management
.
Enjoy speaking with people and building rapport over the phone.
Are comfortable working in an
office-based, tele-consulting environment
.
Take pride in delivering quality work and continuously improving yourself.
Are comfortable working towards individual and team-based targets.
Are open to flexible working hours, including occasional weekends for events when required.
Have a positive attitude and are motivated to learn and develop within the wealth management space.
Candidates with prior
financial advisory or wealth management experience
may be considered for more senior positions.
What We Offer
Competitive base salary
with a comprehensive benefits package.
Structured training and hands-on coaching to build your confidence, product knowledge and advisory skills.
Supportive managers and a collaborative team environment.
Recognition programmes that reward strong performance, including opportunities for
overseas trips
.
Digital tools designed to support effective tele-consulting and hybrid ways of working.
Holistic and flexible benefits designed to suit different lifestyles.
Community initiatives that encourage employees to make a positive impact.
Industry-leading learning and professional development opportunities.
A strong focus on your
wellbeing, growth and career aspirations
.
Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.
PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at ************* You acknowledge that you have read, understood, and agree with the Privacy Policy.
PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.
We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.
In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.
Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
Our full Privacy Policy is available at ************* If you wish to withdraw your consent, please drop us an email at "*************" to let us know. Please feel free to contact us if you have any queries.
For more information, please visit *************
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