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Wealth Management Consultant

Fresher
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  • Posted 16 hours ago
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Early Applicant

Job Description

This is a commission-based role with uncapped earnings

Our client is expanding their team and looking for motivated individuals who want to build a long-term career in the financial services industry.

Role Description

Conducting fact-finding andfinancial needs analysis

Providing banking and wealth solutions aligned with client objectives

Maintainingongoing client relationshipsand portfolio reviews

Ensuring compliancewith internal policies and regulatory requirements

Participating in training, mentoring, and professional development programs

Provide advise on a broad range of services

Qualifications

  • MinimumA-Level / Diplomaqualification
  • Fresh graduateswelcome
  • Mid-career switchersencouraged to apply
  • No prior finance experience required(experience is an advantage)
  • Candidates withrelevant certificationssuch asCFA or equivalentare welcome to apply
  • Strong communication skills and willingness to learn

Benefits

  • Competitivesalary packages
  • Quarterly performance bonuses
  • Allowances of up to$4,000
  • Overseas trips & global conventions
  • 1-to-1 mentoring and coachingfrom experienced consultants
  • Structured training and clear career progression

Alternatively:

  • Please send your resume to[Confidential Information]

More Info

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Job ID: 145250313