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- Tasks: Build and manage client relationships while providing tailored financial solutions.
- Company: Join the Phillip Family at a leading financial hub in Singapore.
- Benefits: Attractive incentives, professional growth, and a supportive team environment.
- Other info: Dynamic role with opportunities for personal and professional development.
- Why this job: Make a real difference in clients' financial journeys with your expertise.
- Qualifications: Diploma/Degree in Business or Banking preferred.
The predicted salary is between 50000 - 70000 £ per year.
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.
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. 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:
- Connecting with clients and placing clients’ interest first.
- Delivering unparalleled quality in service.
- Presenting clients with our wide array of financial services and products.
What you'll do: You will acquire, build and manage a relationship practice made of both new and existing clients, focusing on:
- Client Acquisition and Retention
- Asset Growth and Protection
- Provision of client focused solutions
Typical daily activities include:
- 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).
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: A Diploma/Degree, preferably in Business, Banking.
Investment Consultant / Relationship Manager employer: PHILLIP SECURITIES PTE LTD
Contact Detail:
PHILLIP SECURITIES PTE LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Consultant / Relationship Manager
✨Tip Number 1
Network like a pro! Attend industry events, seminars, or even casual meet-ups. The more people you connect with, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! You never know when you'll bump into someone from Phillip Investor Centre. Have a quick, engaging introduction ready to showcase your skills and enthusiasm.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows you're genuinely interested and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities right there at your fingertips.
We think you need these skills to ace Investment Consultant / Relationship Manager
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share a bit about what makes you tick, especially in relation to building client relationships.
Tailor Your Application: Make sure to customise your application for the Investment Consultant/Relationship Manager role. Highlight your experience in client acquisition and retention, and how you can contribute to our mission of putting clients first. We love seeing how you connect your skills to our needs!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured content that’s easy to read. Avoid jargon unless it’s relevant, and make sure to proofread for any typos or errors. A polished application shows attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at PHILLIP SECURITIES PTE LTD
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and services. Understand the basics of wealth management, global stocks trading, and client-focused solutions. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your People Skills
As an Investment Consultant/Relationship Manager, building strong relationships is key. Prepare examples from your past experiences where you've successfully connected with clients or resolved issues. Highlight your adaptability and positive attitude to demonstrate that you can thrive in a client-centric environment.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about their approach to client relationships and how they measure success. This shows that you're not just interested in the job, but also in how you can contribute to their mission of putting clients first.
✨Practice Active Listening
During the interview, make sure to listen carefully to the interviewer's questions and comments. This will help you respond more effectively and show that you value their input. Plus, it’s a great way to build rapport and demonstrate your communication skills.