REQUIREMENTS

Excellent communication and interpersonal skills
Prior experience in wealth advisory, financial consulting, or insurance is an advantage
Strong interest in investment markets and portfolio management

ABOUT THE ROLE

As a Private Client Investment Consultant, you will provide bespoke financial and investment solutions to affluent individuals and professionals. You’ll work closely with clients to understand their financial goals, build trust, and offer tailored strategies to help grow and protect their wealth.

KEY RESPONSIBILITIES

✅ Build and manage relationships with high-net-worth individuals (HNWIs) and professionals
✅ Conduct financial needs analysis and recommend suitable investment products
✅ Monitor and manage clients’ investment portfolios
✅ Keep abreast of market trends and regulatory developments
✅ Collaborate with product specialists to structure customised wealth solutions
✅ Deliver high levels of service and maintain long-term client relationships