Editorial summary

The company is seeking a Wealth Portfolio Manager who will engage customers through tele-consulting, as well as in-person and virtual interactions, to advise existing clients and convert leads into appointments. The role focuses on outbound prospecting, acquiring new customers, and building a scalable client base through structured outreach and engagement programs, with monthly targets to achieve. Key requirements include experience in advisory conversations, outbound prospecting, and understanding client needs across life stages. Compensation includes a basic salary of 4100 plus commission and a fixed allowance.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job https://singapore.job-q.com/jobs/detail/wealth-portfolio-manager-up-to-4100-basic-salary-commission-fixed-allowance-42406 first appeared in Job-Q.com on 10 Nov 2026]

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: Central Area

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 

Requirements:

• Minimally diploma or degree with relevant experience in FA

By submitting your application for this position, youconsent to the collection, use, and disclosure of your personal data by SHRCand its recruitment partners, including Employment and Employability InstitutePte Ltd, for the purpose of (i) employment facilitation and (ii) data andstatistical analysis. You may find out more information on the PDPA policies athttps://successhrc.com.sg/data-protection-notice/and https://www.e2i.com.sg/pdpa/

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

 (Reg No: R1107390)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

T: 6337 3183 | F: 6337 0329 | W: www.successhrc.com.sg

Scam prevention reminder: You should not make any pre-payment when applying for any job.

Illegal practices reminder: It is illegal for recruiter to collect payment (kickback) from the worker https://www.mom.gov.sg/-/media/mom/documents/publications/foreign-workers/what-are-kickbacks.pdf