Wealth Portfolio Consultant

What This Role Is About

If you enjoy talking to people, learning new things, and helping others make better decisions with their money, this role could be a great fit for you.

Your role is to guide them with suitable solutions, one conversation at a time.

• 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

Who You’ll Enjoy This Role With

You don’t need to know everything on Day 1 — that’s what training is for. What matters more is your attitude and willingness to learn.

• Competitive pay with a full benefits package
• Structured training and hands‑on coaching to build confidence and skills
• Supportive managers and a collaborative team environment
• Recognition programmes that reward good performance (yes — including overseas trips)
• Digital tools that support effective tele‑consulting and hybrid ways of working

This role is suited for you if you:

• Are curious about financial planning or wealth management
• Enjoy speaking with people and building rapport over the phone
• Are comfortable working in an office‑based, tele‑consulting environment
• Take pride in doing your work well and improving over time
• Are open to flexible working hours, including some weekends for events when required

Candidates with prior financial advisory experience may be considered for more senior positions.