As a Junior Wealth Consultant (Investment), you will be part of a dynamic team that delivers expert advice on wealth management, investment planning, and financial strategies. You will assign to our working partner in an immigration consultancy firm to service a huge guaranteed large pool of high net worth (HNW) clientele based on a guaranteed lead. 

RESPONSIBILITIES

1. Client acquisition through guaranteed in-house generative lead/guided lead

2. Generate comprehensive financial report for client/ high-network worth lead

3. Propose solutions and planning for the client's financial and investment requirements

4. Showcase client overall financial portfolios for immigration application

5. Service and review financial portfolios in maintaining a long-term customer relationship.

Qualifications: Applicants should have completed A Level, Diploma, or a Bachelor's Degree in any field. 

- Skills and Attributes: 

   - Strong communication and interpersonal skills. 

   - Demonstrated ability to interact positively with others. 

   - Enthusiasm and interest in investment and financial concepts. 

- Experience: 

   - Fresh graduates and candidates without experience are welcome to apply. 

Please send us a copy of your updated CV to kelvin.ong@careercraft.sg
EA personnel: Ong Ping Tiong
EA personnel Reg No: R25127323
EA License No: 24C2562

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