Job ID: 1059795
Looking to build a career in wealth management but not sure where to start
This opportunity is suited for individuals who are keen to move into a client-facing advisory role, with exposure to financial planning, investments, and portfolio building.
What You'll Be Doing
- Engage clients to understand their financial situation, goals, and priorities
- Provide tailored recommendations across investment, protection, and financing solutions
- Build and grow your own portfolio of clients through consistent engagement
- Keep clients updated on market movements and relevant financial strategies
- Take part in business development activities, events, and client outreach initiatives
Who This Is For
- Individuals with a strong interest in finance, advisory, or sales-driven roles
- Comfortable speaking to clients and building relationships over time
- Motivated by performance and income growth
- Open to learning - no prior experience required
- Suitable for career switchers exploring wealth management
What You Can Expect
- Guidance and structured support as you build your client base
- A performance-driven environment with uncapped earning potential
- Exposure to real client advisory work early on
- A platform to transition into longer-term roles within wealth / private banking
Only shortlisted applicants will be contacted. All applications will be kept in our database for future career opportunities.
Your application will be handled in accordance with our company's Privacy Policy, available here:
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
