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Financial Services Consultant/Manager

salary Salary :

$4,000 - 10,000 monthly

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.

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Job Description - Financial Services Consultant/Manager

Position: Financial Services Consultant/Manager

Role Overview

This is a client-facing, front-office role focused on helping clients achieve their financial goals through tailored banking, wealth management, and financial planning solutions.

Key Responsibilities

  • Build and maintain long-term client relationships.
  • Understand clients' financial goals and provide suitable banking, investment, and wealth management solutions.
  • Acquire new clients through networking and business development activities.
  • Deliver excellent client servicing and ongoing relationship management.
  • Conduct regular financial reviews and portfolio discussions.
  • Stay updated on market trends and financial products.
  • Grow and manage a portfolio of clients while providing professional financial advice.

Who We're Looking For

  • Fresh graduates and mid-career professionals are welcome to apply.
  • Sales or customer-facing experience is preferred but not essential, as comprehensive training and mentorship will be provided.
  • Minimum Diploma or Bachelor's degree (or equivalent qualification).
  • Strong interpersonal, communication, and relationship-building skills.
  • Self-motivated, proactive, and passionate about helping clients achieve their financial goals.
Original job Financial Services Consultant/Manager posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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About the Company

JK RECRUITMENT AGENCY

As part of the HSBC Group, we offer products and services secured by HSBC's financial backbone, built up by over 150 years of stellar track record in areas of finance, international services and building trusted relationships. We have attracted a team of passionate and dedicated individuals who aspi...

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