Wealth Portfolio Manager, up to $4100 basic salary + commission + fixed allowance

Responsibilities:

• Engage customers mainly through tele‑consulting, along with in-person and virtual interactions to existing customers.
• Convert warm and cold leads into advisory appointments through structured tele‑consulting
• Proactively identify, engage and develop new customer relationships through outbound advisory conversations
• Achieved monthly acquisition targets through outbound prospecting and follow‑ups
• Build your customer base through structured outreach activities, tele‑prospecting initiatives and customer engagement programmes
• Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions in a clear and responsible way
• Work closely with the Business Sales Manager to support business plans and contribute towards achieving team and individual KPIs
• Participate in bank‑led events, roadshows and outreach activities to meet customers and support business growth
• Stay connected with existing customers by sharing relevant ideas, market updates and timely insights
• Set personal goals for yourself and work steadily towards achieving them, with guidance from your manager and team
• Keep learning and improving — whether it’s product knowledge, market awareness or communication skills

Period: Permanent

Location: Raffles Place

Working Hours: flexible working hours, including some weekends for events when required

Salary: Up to $4100 basic salary + Commission + $300 fixed allowance upon deployment

Requirements:

• Minimally diploma or degree with relevant experience in FA

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

[email protected] (Reg No: R1107390)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

T: 6337 3183 | F: 6337 0329 | W: www.successhrc.com.sg