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.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd ("PERSOL") 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. We may use artificial intelligence ("AI") and machine learning technologies to support our recruitment and placement services, including screening resumes, assessing qualifications and experience, and identifying skills and job matches. Where permitted by applicable law, we may also use such personal data to develop, train, test, improve and/or fine-tune AI and machine learning technologies that support our recruitment and business operations. For more information on how we collect, use, disclose and protect your personal data, please refer to our Privacy Policy: https://www.persolsingapore.com/policies.If you wish to withdraw your consent, including consent relating to the use of your personal data for AI-enabled recruitment activities and AI development activities, please email us at sg.dataprotection@persolapac.com . PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971(Derrick Tiew Yong Han)