Wealth Planning Consultant

Support clients in working towards their financial goals through personalised wealth planning and ongoing relationship management.

This role offers structured training, mentorship, and practical exposure to client-facing financial advisory work. You will develop experience in understanding client priorities, conducting financial reviews, and providing continued support as their circumstances change.

Fresh graduates are welcome to apply.

We Provide:

• Structured preparation for 4 basic certifications and required financial advisory qualifications
• Coaching from experienced managers and industry professionals
• Opportunities to join client planning and business development discussions
• Joint-fieldwork sessions to build practical experience
• Career development supported by ongoing mentorship
• Collaborative working environment with emphasis on work-life balance

Key Responsibilities:

• Establish and maintain relationships with clients
• Understand clients financial objectives and planning priorities
• Assist with wealth accumulation and financial protection planning
• Conduct regular financial reviews and client follow-ups
• Provide ongoing support and maintain long-term client relationships

Requirements:

• Local Diploma, A Levels, or Degree in any discipline
• Strong interpersonal and communication skills
• Motivated and willing to learn
• Interested in developing professionally within the financial services industry