Wealth Portfolio Manager

Job Detail

Responsibilities: • 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 Period: Permanent Location: Raffles Place Working Hours: Monday to Friday with flexible working hours, including some weekends for events when required Salary: Up to $4100 basic salary + Commission + $300 fixed allowance upon deployment