Wealth Management Consultant (Investment)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Mid-Senior Level | Team Leadership& Advisory Growth)

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates earnings.

Overview

This role offers an opportunity to build a career as a Wealth Management Consultant, focusing on investment and financial planning solutions. You will work directly with clients to help them achieve their financial goals through tailored advisory services across investments and insurance.

The position is suited for individuals who are client-focused, results-driven, and interested in developing a long-term career in wealth management with strong earning potential and professional growth.

Key Responsibilities

• Acquire new clients through various prospecting and networking strategies
• Review and assess financial portfolios for both prospective and existing clients
• Recommend suitable investment and insurance solutions based on clients needs
• Manage and maintain long-term client relationships
• Respond to client enquiries in a professional and timely manner
• Conduct regular portfolio reviews to ensure alignment with clients financial goals

Requirements

To be considered for this role, you should have:

• A diploma or degree from a recognised institution (any discipline)
• Strong communication and interpersonal skills
• A proactive, self-driven, and entrepreneurial mindset
• Ability to work independently as well as collaboratively in a team
• Interest in financial advisory and making a positive impact on clients

Compensation & Benefits

• Compensation structure includes monthly allowance, commission, incentives, and performance bonuses
• Opportunities to build recurring income streams
• Incentive trips based on performance
• Access to mentorship and professional development programmes

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.