Wealth Portfolio Consultant

What You’ll Be Doing

• 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.

This role is suited for you if you:

• Are curious about financial planning 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 doing your work well and improving over time.

• Are open to flexible working hours, including some weekends for events when required.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

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