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- Tasks: Connect with clients and provide tailored financial solutions to meet their needs.
- Company: Join the Phillip Family at a leading financial hub in Singapore.
- Benefits: Competitive incentives, professional growth, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement and personal development.
- Why this job: Make a real difference in clients' financial journeys while building lasting relationships.
- Qualifications: Diploma/Degree in Business or related fields; sales experience preferred but not essential.
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 & Finance, or Engineering.
- Applicants with at least 2 years of progressive career track record of sales experience in financial services Industry will be considered for Relationship Manager position.
- Applicants who are new-to-financial industry who possess positive attitude and aptitude will be considered.
- Financial Advisory experience and accreditation in CMFAS M5, M6, M8, M9 & HI is an advantage.
- An initiator and team player.
- Good communication skills.
Investment Consultant / Relationship Manager in Penarth 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 in Penarth
✨Tip Number 1
Get to know the company inside out! Research Phillip Investor Centre and understand their services, values, and client approach. This will help you tailor your conversations and show that you're genuinely interested in being part of the Phillip Family.
✨Tip Number 2
Network like a pro! Attend industry events or connect with current employees on LinkedIn. Building relationships can give you insider info and might even lead to a referral, which is always a bonus when applying through our website.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experiences align with the role of Investment Consultant/Relationship Manager. Focus on your ability to build relationships and provide client-focused solutions, as that's what we value most.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. It’s a great chance to reiterate your interest in helping clients achieve their financial goals with us at Phillip Investor Centre.
We think you need these skills to ace Investment Consultant / Relationship Manager in Penarth
Some tips for your application 🫡
Show Your Passion for Finance: When writing your application, let your enthusiasm for the financial industry shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping clients with their financial needs.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Investment Consultant/Relationship Manager role. Highlight relevant experience and skills that align with our mission of client-focused solutions and relationship building.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and ensure your key achievements and experiences are easy to understand. This will help us see how you can fit into our Phillip Family.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at PHILLIP SECURITIES PTE LTD
✨Know Your Financial Products
Make sure you have a solid understanding of the financial services and products offered by Phillip Investor Centre. Familiarise yourself with global stocks trading, wealth management solutions, and how they can benefit clients. This knowledge will help you answer questions confidently and demonstrate your commitment to client-focused solutions.
✨Showcase Your Relationship-Building Skills
Since building strong personal relationships is key in this role, prepare examples from your past experiences where you've successfully connected with clients. Highlight your ability to listen, understand their needs, and provide tailored solutions. This will show that you can put clients' interests first, which is crucial for success.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions during the interview. Think about how you would handle various client situations, such as addressing concerns or proposing investment strategies. Practising these scenarios will help you articulate your thought process and demonstrate your problem-solving skills effectively.
✨Emphasise Your Results-Driven Mindset
Phillip Investor Centre values results-oriented individuals, so be ready to discuss your achievements in previous roles. Share specific metrics or outcomes that showcase your success in client acquisition and retention. This will illustrate your ability to contribute positively to the team and align with their mission.