- Connecting with clients and placing clients' interest first.
- Delivering unparalleled quality in service
- Presenting clients with our wide array of financial services and products.
- Client Acquisition and Retention
- Asset Growth and Protection
- Provision of client focused solutions
- Proactively participate in business development/client acquisition activities.
- Reviewing prospect/client portfolios.
- Propose needs-based solutions to prospects/ clients.
- Attending and responding to customer queries professionally (in person and via phone)
- A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
- Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
- Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
- Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
- An initiator and team player.
- Good communication skills.
-
Intern - Investment Consulting
Found in: Talent SG 2A C2 - 3 days ago
LIGHTHOUSE CANTON PTE. LTD. SingaporeRoles & Responsibilities · Lighthouse Canton is an independent asset manager to institutional investors and private clients, with headquarters in Singapore. Our wealth management business serves ultra-high net worth individuals, families and family offices across their investment ...
-
Impact Investment Manager
Found in: Talent SG 2A C2 - 4 days ago
MANA IMPACT GROUP PTE. LTD. SingaporeRoles & Responsibilities · We are in search of an enthusiastic, conscientious, and diligent individual to join our team as an Investment Manager. The role of the manager is to lead a number of projects and tasks both internally within Mana Impact as well as for our clients. The r ...
-
AVP/VP Expected Returns
Found in: One Red Cent Asia eFC C2 - 3 days ago
The Cap Consulting Group Pte Ltd Singapore Full timeHas a background in Applied Finance/ Quantitative Finance/ Financial Management or Applied Economics · Minimum 5 to 10 years of relevant experience in portfolio construction/ management or investment experience gained in asset management, investment management, quantitative finan ...
-
AVP/VP Expected Returns
Found in: Talent SG 2A C2 - 5 days ago
THE CAP CONSULTING GROUP PTE. LTD. SingaporeRoles & ResponsibilitiesHas a background in Applied Finance/ Quantitative Finance/ Financial Management or Applied Economics · Minimum 5 to 10 years of relevant experience in portfolio construction/ management or investment experience gained in asset management, investment manage ...
-
Associate Director Investments
Found in: Talent SG 2A C2 - 3 days ago
BLACK SWAN GROUP PTE. LTD. SingaporeRoles & Responsibilities · We have been mandated exclusively by a long standing boutique Private Investment client to search for an Associate Director to join their growth focused firm. The focus is on Growth Equity and mature businesses. The successful candidate must have experi ...
-
AVP/VP Expected Returns
Found in: Talent SG 2A C2 - 1 day ago
THE CAP CONSULTING GROUP PTE. LTD. SingaporeRoles & ResponsibilitiesHas a background in Applied Finance/ Quantitative Finance/ Financial Management or Applied Economics · Minimum 5 to 10 years of relevant experience in portfolio construction/ management or investment experience gained in asset management, investment manage ...
-
Senior Consultant
Found in: Talent SG 2A C2 - 5 days ago
INVARTIS CONSULTING PTE. LTD. SingaporeRoles & Responsibilities · Invartis is seeking an experienced Senior Consultant / SME / PM with focus on implementation and business analysis. · Candidates must have at least 8+ years of experience in project implementation, business analysis, operational, or technology delivery ...
-
Senior Manager, Technical Solutions
Found in: Talent SG 2A C2 - 4 days ago
KEPPEL DATA CENTRES HOLDING PTE. LTD. SingaporeRoles & Responsibilities · As a Senior Manager, Technical Solutions, you will be responsible for developing and managing technical solutions in Data Centre Engineering projects from inception to completion, developing pre-sales solutions by coordinating closely with the Commercia ...
-
Portfolio Performance Associate
Found in: Talent SG 2A C2 - 4 days ago
SEATOWN HOLDINGS INTERNATIONAL PTE. LTD. SingaporeRoles & Responsibilities · About Us · Founded in Singapore, SeaTown is a leading Asia-focused alternative investment firm with deep expertise across private and public markets. · Owned by Seviora, Temasek's asset management group, we are a trusted steward of capital, investing al ...
-
Manager/Senior Manager, Alternative Investments Operations
Found in: Talent SG 2A C2 - 5 days ago
BEATHCHAPMAN (PTE. LTD.) SingaporeRoles & ResponsibilitiesGlobal firm · Broad exposure · Opportunity for learning · A highly reputable banking client is seeking a Manager/Senior Manager, Alternative Investments Operations - Banking to join the team. · Reporting into the Head of Alternative Investment Operations, ...
-
Finance Associate, Treasury
Found in: Talent SG 2A C2 - 3 days ago
KEYSIGHT TECHNOLOGIES SINGAPORE (HOLDINGS) PTE. LTD. SingaporeRoles & Responsibilities · The core responsibility of the Treasury Associate is to provide a high level of treasury services for Keysight subsidiaries globally by ensuring smooth daily cash operations,efficient liquidity and investment management, enhanced banking relationship ma ...
-
cio/cfo
Found in: One Red Cent Asia eFC C2 - 2 days ago
Ambition Singapore Full timeWell-backed Family Office - gearing up for expansion into Singapore · Excellent runway for professional growth · I'm currently partnering with a Family Office who is looking for a CIO/CFO to join their team in Singapore. In this position, you will play a crucial role in establish ...
-
financial consultant
Found in: Talent SG 2A C2 - 5 days ago
ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED SingaporeRoles & Responsibilities · Overview · A Financial Consultant with the focus in the expat wealth management market in Singapore to counsel clients on potential investment opportunities, by exercising their knowledge of investment strategies, securities, tax laws, pension plans, re ...
-
Korean Market Analyst
Found in: Talent SG 2A C2 - 5 days ago
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED SingaporeRoles & Responsibilities · Gordian Capital Singapore Pte Ltd (http://www.gordian-), is a fast-growing, fully licensed asset management firm based in Singapore. Gordian Capital is Singapore's leading asset management platform that advises on the establishment of fund structures an ...
-
Investment counsellor
Found in: Talent SG 2A C2 - 4 days ago
TOURLIFE CONSULTANTS PRIVATE LIMITED SingaporeRoles & Responsibilities · The Employer: · A distinguished investment and wealth management firm in Singapore is seeking new team members. Established in 2007 and regulated by local authorities, the firm offers tailored financial services across Asia and Europe, with a focus on ...
-
Associate, Institutional Client Services
Found in: One Red Cent Asia eFC C2 - 2 days ago
ALS Recruit Singapore Full timeThe role will be responsible for supporting the business development and client retention activities of Regional Directors through timely client service for Asia ex Japan with a bias towards North Asia market. The incumbent will be responsible for generating reports to institutio ...
-
Family Office Investment Research Analyst
Found in: Talent SG 2A C2 - 2 days ago
SMTP CONSULT PTE. LTD. SingaporeRoles & Responsibilities · Job Overview: Our client is seeking a skilled Investment Research Analyst to join their family office based in Singapore. As an Investment Research Analyst, you will play a crucial role in assisting with investment decision-making by conducting thorough ...
-
Solutions Consultant
Found in: Talent SG 2A C2 - 4 days ago
CARTA ASIA PRIVATE LIMITED SingaporeRoles & Responsibilities · The Team You'll Work With · We're looking for talented Solutions Consultants to join our APAC Fund Admin team. Our customers are venture capital firms as well as angel investors, family offices, funds of funds, and private equity firms. Carta's platform ...
-
Portfolio Manager
Found in: Talent SG 2A C2 - 4 days ago
TOURLIFE CONSULTANTS PRIVATE LIMITED SingaporeRoles & Responsibilities · Key Responsibilities: · Design and manage investment models for evaluating potential investments and monitoring portfolio performance (multi asset class) · Continuously track portfolio holdings and market trends to inform strategic investment decisions ...
-
Relationship Manager
Found in: Talent SG 2A C2 - 3 days ago
JMC CAPITAL ASSET MANAGEMENT SINGAPORE PTE. LTD. SingaporeRoles & Responsibilities · Job Description: · Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives; · Build up and maintain business relationships w ...
Investment Consultant - Singapur, Singapore - Phillip Securities
Description
Investment Consultant / Relationship Manager
Phillip Investor Centre is a one-stop financial hub. We offer holistic financial solutions, which includes global stocks trading as well as wealth management advisory service. We are strategically located in neighbourhoods around Singapore to provide convenience to clients. We are looking for positive, results-oriented, and adaptable individuals to join our Phillip Family.
Our Opportunity:
Phillip Investor Centre is the branch network of PhillipCapital Group and is primarily responsible for helping individuals and families with their financial investment needs, be it wealth accumulation or protection. Phillip Investor Centre has the solution for everyone.
Building strong, personal relationships with our clients is a key component to our Partnership in Finance.
Our Investment Consultant/Relationship Manager will pursue this mission through:
What you'll do:
You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:
Typical daily activities include:
Our Incentive program rewards both your effort in client acquisition and retention. Incentive begins with your first closure. We value integrity, open communication, and relentless focus on the client.
What you need to have:
If you can take up the challenge, looking for an environment of growth and opportunities; please direct a full resume, stating the position applied, present and expected salaries to the HR department at
We regret that only shortlisted candidates will be notified.
Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)
&v=024){kind=logo}
 PTE. LTD.&v=024){kind=logo}
 PRIVATE LIMITED&v=024){kind=logo}
