Wealth Planning Consultant/ Manager

Summary

As a Wealth Planning Consultant/ Manager, you will play a key role in guiding clients through important financial decisions, helping them grow, protect, and manage their wealth with confidence. This role offers a structured pathway, strong earning potential, and meaningful client impact.

Salary package includes: Basic + Allowance + Commission

Job Responsibilities

• Drive client acquisition through proactive engagement, including branch walk-ins, tele-consultations, and outreach to warm and cold leads.
• Analyze clients financial profiles to recommend tailored investment solutions, including guidance on budgeting, savings, and debt management.
• Keeping abreast with industry trends, market developments, and regulatory changes to provide relevant and informed financial advice.

Requirements

• Bachelor's degree in any discipline.
• Interest in financial planning, wealth management, or advisory services.
• Self-motivated, target-driven, and committed to delivering results.
• Flexible and willing to work weekends or evenings when required.

We regret that only shortlisted candidates will be notified.

Interested applicants kindly click on apply now or send your updated resume to [Confidential Information]

Jayden Kua Jing Yu

Registration Number: R24124814

EA License Number: 02C4944

People Profilers Pte Ltd, 20 Cecil St, #08-09, PLUS Building, Singapore 049705

http://www.peopleprofilers.com