Wealth Management Consultant

Wealth Management Consultant

From Managing Bank Clients to Building Your Own Advisory Practice

You have built experience in banking, client servicing, relationship management, financial products, or wealth-related conversations.

However, in banking, your role is often to serve clients within the bank's structure, product framework, and business direction. You are building business for the institution.

Wealth management advisory allows you to build on that foundation in a different way.

Instead of working mainly within a bank's assigned portfolio, internal targets, and product structure, you can expand the financial advisory scope and build long-term client relationships across different life stages.

This means you can move from being a banker who serves clients for an institution, to becoming a wealth management consultant who builds your own client base, personal reputation, and long-term advisory practice.

This opportunity is with Polaris Advisory Branch 1, a branch under Professional Investment Advisory Services Pte Ltd (PIAS), led by Edy Hartono, B.Eng, CFP®, IBF Fellow, Senior Financial Services Director.

Polaris Advisory Branch 1 is the team that Edy leads within PIAS. Candidates who take up this role will be developed within Polaris Advisory Branch 1 under Edy's leadership, mentorship approach and financial advisory practice standards.

Edy has over two decades of industry experience and has served in leadership roles with the Financial Planning Association of Singapore, including President from 2018 to 2019.

Why PIAS

Professional Investment Advisory Services Pte Ltd (PIAS) is a financial advisory firm in Singapore, established in 2001 and licensed by the Monetary Authority of Singapore.

As a pioneering financial advisory firm in Singapore, PIAS has close to 25 years of operating experience, having navigated multiple market cycles. It has served over 200,000 families, supporting their financial planning needs across different life stages.

Currently, PIAS has close to 500 Financial Adviser Representatives across 29 branches in Singapore, serving over 200,000 clients, providing advice across savings, insurance and investment products.

Why Join Polaris Advisory Branch 1

Polaris Advisory Branch 1 combines institutional platform support from PIAS with branch-level mentorship under Edy Hartono. The team is built on professionalism, teamwork, continuous learning, and long-term client relationships.

Under Edy's leadership, the branch has achieved strong recognition in investments, total sales, life insurance, and general insurance, and has produced TOT, COT, and MDRT qualifiers.

What You Will Do

As a Wealth Management Consultant, you will:

• Conduct holistic financial planning conversations with individuals and families
• Advise clients across protection, investment, retirement, education and wealth planning needs
• Develop suitable recommendations using PIAS advisory platform, tools and product suite
• Build and maintain long-term client relationships beyond transactional banking interactions
• Apply strong standards in financial needs analysis, documentation, compliance and professional conduct
• Progress through a structured pathway toward becoming a trusted wealth management consultant

Who We Are Looking For

This role may be suitable for candidates with experience in:

• Retail banking
• Priority banking
• Relationship management
• Bancassurance
• Investment sales
• Branch banking
• Client servicing or financial product advisory

We are looking for individuals who are:

• Client-focused and professional in communication
• Familiar with regulated financial environments
• Interested in moving from transactional service to holistic advisory
• Comfortable with relationship building and performance-based career growth
• Willing to complete the required CMFAS certifications where applicable

What We Offer

• Monthly allowance, commissions, and performance-based incentives
• Structured mentorship under Edy Hartono and experienced advisers
• Access to PIAS comprehensive platform, tools, and product suite
• Support in developing advisory competencies across investments, protection, retirement, CPF, and wealth structuring
• Sponsorship for required CMFAS certifications where applicable
• Flexible working arrangements and long-term career development

Apply Now

If you are a banking professional seeking greater ownership, broader advisory scope, and a long-term career in wealth management, we invite you to apply.

I am an authorised Financial Adviser Representative from [Polaris Advisory Branch 1], an authorised group of Financial Adviser Representatives from Professional Investment Advisory Services Pte Ltd.

PIAS Representative Name: [Edy Hartono] and MAS RNF No.: [EHX100039254]