Wealth Solutions Consultant

Job Description & Requirements

About the Role

We are looking for enthusiastic and ambitious individuals to join our team in the financial services industry. This opportunity is ideal for candidates who are interested in wealth management, enjoy interacting with people, and are motivated to build a career in financial advisory and client relationship management.

You will receive professional guidance, structured training, and mentorship to help you develop the knowledge and skills needed to succeed in the industry.

Key Responsibilities

• Develop an understanding of various investment products, financial services, and wealth management solutions.

• Establish and nurture client relationships through regular communication and personalized engagement.

• Understand clients financial objectives and assist in reviewing their existing investment portfolios.

• Identify potential business opportunities through networking, referrals, and client prospecting activities.

• Support business development initiatives while engaging with clients in a professional advisory environment.

• Participate in company training sessions, coaching activities, and mentorship programmes to strengthen industry knowledge and professional capabilities.

Requirements

• Singapore Citizens or Permanent Residents.

• Minimum qualification of a local Diploma or equivalent.

• Genuine interest in financial planning, investment products, and wealth management.

• Good communication and interpersonal skills, with the ability to interact confidently with different clients.

• Comfortable working in a customer-facing and target-oriented environment.

• Independent, proactive, and motivated to achieve professional goals.

• Eager to learn and committed to continuous professional development.

• Previous exposure to banking, insurance, financial advisory, sales, business development, or client relationship management will be an added advantage.

Employment Type: Full-time