Wealth Management Consultant (Investment)

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[Confidential Information]

Overview

This role is for a Wealth Management Consultant (Investment), focused on helping clients achieve their financial goals through investment and insurance solutions. The position involves client acquisition, portfolio management, and long-term relationship building in a client-focused environment.

It offers a performance-driven career with structured development, mentorship, and opportunities to build recurring income.
This role combines client acquisition, advisory, and relationship management, with a strong emphasis on delivering investment solutions and maintaining long-term client trust.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Review both prospective and existing client portfolios
• Propose tailored investment and insurance solutions based on client needs
• Manage and retain client relationships
• Respond to client enquiries in a professional manner
• Service and review financial portfolios to support long-term client engagement

Requirements

• A Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills
• A driven, entrepreneurial mindset with problem-solving ability
• Passion to make a meaningful impact
• Ability to work independently as well as in a team

Benefits & Development

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Incentive trips
• Opportunity to build recurring income streams
• Professional development and mentorship