Total 3 job vacancies by Wpgroup Pte. Ltd.

Job Description & Requirements

Job Responsibilities:

• Identify and acquire new clients to grow the investment business
• Provide professional fund investment advice and tailored asset allocation plans.
• Monitor market trends and analyze/select appropriate fund products
• Build and maintain strong client relationships with regular follow-ups

Requirements:

• Diploma and above
• Excellent communication and client service skills
• Experience in sale or business development is preferred
• Existing client resources are a strong advantage
• Performance driven
• Wanted to success
• Sale involvement

Benefits

• All training provided
• Leads provided
• Good welcome package for experience candidates ( Banker, HNW sale representative, Financial services representative)

We are seeking a dedicated and client-focused Client Services Officers to act as the primary point of contact for our customers. The ideal candidate will manage client relationships, address inquiries, resolve issues, and ensure an excellent client experience.

Key Responsibilities:

• Serve as the main point of contact for clients, responding to questions, concerns, and requests in a timely and professional manner.
• Build and maintain strong, long-term client relationships.
• Ensure customer satisfaction by delivering high-quality support and service.
• Onboarding new clients, providing guidance through products and services
• Track client interactions and maintain accurate records using CRM software.
• Work closely with internal teams (e.g., sales, technical, operations) to resolve client issues and improve overall service delivery.
• Prepare and deliver reports, updates, and account reviews to clients as needed.
• Identify opportunities to upsell or expand services offered to existing clients.
• Collect and relay client feedback to help improve products, services, and processes.

Requirements and Qualifications:

• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work independently and as part of a team.
• Performance driven
• Diploma or equivalent required
• Singaporean or PR
• Age 21 and above

Preferred Skills:

• Ability to manage multiple clients and prioritize effectively.
• Experience in [industry-specific experience, e.g., financial services, customer service and investment].
• Strong organizational and time-management skills.

This role is designed for experienced advisors or sales professionals ready to take on leadership,mentorship, and business-building responsibilities, while continuing to maintain a personal advisory portfolio.

This role is ideal for:

• Advisors with 3–5 years experience in insurance or investment sales
• High-performing sales professionals seeking structured leadership pathways
• Career switchers with proven team management experience

Key Responsibilities

• Manage, recruit and mentor a team of Financial Consultants
• Drive team productivity, professionalism, and compliance standards
• Conduct coaching sessions, case discussions, and performance reviews
• Support recruitment, onboarding, and development of new advisors
• Maintain own client portfolio and advisory responsibilities
• Ensure adherence to governance, risk management, and regulatory standards

What We Are Looking For

• Proven sales performance and client management track record
• Strong leadership, coaching, and people-development skills
• High integrity with strong governance mindset
• Able to balance personal production and team development
• Determined, resilient, and growth-oriented

Remuneration & Career Progression

• Competitive managerial commissions and overrides
• Performance-based incentives
• Potential earnings: 200%–400% of past 3-year income, subject to performance