We empowers individuals to control their financial future through expert, innovative, and personalized wealth strategies. We provide structured training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients wealth management needs.

Job Summary

You will expand the client base and manage investment portfolios by delivering tailored financial solutions. This role involves conducting analyses, performing due diligence, organizing client events, and staying informed on market trends to drive business growth.

Responsibilities

Expand the client base by identifying and engaging potential clients across different wealth segments
Conduct detailed analyses to align financial solutions with clients investment objectives
Implement targeted client acquisition strategies to grow business opportunities
Manage client investment portfolios and provide timely updates on market movements and conditions
Build and maintain strong relationships with new and existing clients to foster business growth
Perform due diligence, research, analysis, and documentation to support investment decisions
Organize and invite clients to investment events to enhance client engagement and education
Attend monthly investment training sessions funded by the company to continuously improve financial knowledge
Monitor and stay informed of current events, industry trends, and market conditions relevant to client portfolios

Required competencies and certifications

Effective communication and interpersonal skills to engage clients and stakeholders
Ability to organize and track multiple overlapping tasks and assignments efficiently

Preferred competencies and qualifications

Local Polytechnic Diploma or Degree in any field
Entry-level candidates and mid-career switchers are welcome

Other Information

Remuneration Package & Benefits:

Fast track career progression
Training allowance provided for successful candidates
Career development training provided
Monthly investment training by top fund houses
Base salary ranges from $4,000 to $12,000 with uncapped remuneration potential

Wealth Planning Consultant