Wealth Management Consultant
willia estate- Posted 12 days ago
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Job Description
We're Hiring: Wealth Management Consultant
Job Title: Wealth Management Consultant
Job Type: Full-time
Work Schedule: Monday to Friday
Location: Singapore
Role Overview
We are seeking motivated, professional, and people-oriented individuals to join our team as Wealth Management Consultants.
In this role, you will work closely with clients to understand their financial goals, priorities, and long-term objectives. You will provide suitable wealth management and financial planning solutions while building strong and lasting professional relationships.
This opportunity is open to both experienced professionals and fresh graduates who are interested in developing a long-term career in Singapore's financial services industry.
Key Responsibilities
- Understand clients financial goals, needs, and priorities.
- Develop suitable financial planning and wealth management solutions.
- Build and maintain long-term relationships with clients.
- Conduct regular financial reviews and provide ongoing client support.
- Assist clients in reviewing and adjusting their financial strategies as their needs change.
- Utilize digital tools and platforms to support financial planning and portfolio management.
- Collaborate with financial professionals to provide comprehensive wealth solutions.
- Maintain up-to-date knowledge of financial planning, investments, and industry practices.
Requirements
- Minimum age of 21 years old.
- Singapore Citizen or Singapore Permanent Resident (PR) only.
- Minimum Diploma or Bachelor's Degree in any discipline.
- Strong communication and interpersonal skills.
- Professional, confident, and comfortable engaging with clients.
- Self-motivated, goal-oriented, and willing to learn.
- Fresh graduates are welcome to apply.
- Candidates are required to complete the relevant CMFAS examinations and certifications, with training and guidance provided.
What We Offer
- Attractive Remuneration: Uncapped commission-based earning structure.
- Structured Training: Comprehensive training and guidance to support completion of the relevant CMFAS examinations.
- Mentorship: Ongoing support from experienced professionals.
- Career Progression: Opportunities to grow into management, leadership, or specialized wealth advisory roles.
- Professional Development: Gain practical experience in wealth management, financial planning, client relationship management, and investment-related services.
Interested applicants may send their resume to:
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