Wealth Management Consultant

Join us as a Wealth Management Consultant and gain an early advantage in the finance industry while progressing towards future managerial roles. Build a meaningful career where you can make a real difference. No prior experience is required, as we provide the necessary training and support to help you succeed.

You will receive structured training and mentorship to guide you towards certification. The soft skills and practical experience gained in this role will enhance your career development and open up greater opportunities in the future. Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Opportunities to be involved in planning processes alongside managers
• On-the-job training through joint fieldwork sessions
• A structured programme with mentorship and a pathway to managerial positions within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Assisting clients with wealth accumulation and protection planning
• Building long-term client relationships

Requirements:

• Aged 21 and above
• Local Diploma, A Levels, or Degree in any discipline
• Positive attitude and willingness to learn