Job Description

About the Role

Looking to kick-start your career in the financial services industry Join us as a Wealth Solutions Consultant and discover opportunities to develop your professional skills, build meaningful client relationships, and grow your career.

We welcome fresh graduates, undergraduates, and individuals with little or no prior experience in financial services. Through our paid 12-week structured training programme, mentorship, and hands-on guidance, you will gain the knowledge and skills needed to understand clients financial needs and provide suitable wealth management solutions.

If you enjoy interacting with people, are eager to learn, and want to build a career with long-term growth potential, we would love to hear from you!

What We Offer

Paid 12-week structured training programme
One-to-one coaching and mentorship from experienced professionals
Attractive remuneration package with performance-based incentives
Career development and progression opportunities
Supportive team environment with ongoing guidance
Flexible hybrid working arrangement
Opportunities to attend local and overseas business trips
Recognition and rewards for good performance
Continuous learning and professional development

Key Responsibilities

Understand clients financial needs, priorities, and future aspirations to explore suitable financial and wealth solutions.
Assist clients in reviewing their financial situations and identifying areas for financial planning.
Present appropriate financial planning and wealth management options based on clients individual circumstances and objectives.
Build and maintain positive relationships with new and existing clients through regular communication and follow-ups.
Support clients in reviewing their financial plans as their needs and life circumstances evolve.
Participate in training sessions, workshops, and professional development activities to strengthen your financial knowledge and advisory skills.
Keep up to date with financial products, market developments, and industry practices.

Job Requirements

Minimum Polytechnic Diploma, GCE A-Level, Bachelor's Degree, Professional Degree, or equivalent qualification.
At least 21 years old, subject to applicable regulatory requirements.
Fresh graduates, undergraduates, and entry-level candidates are welcome to apply.
No prior financial services experience is required, as training and guidance will be provided.
Strong interest in personal finance, wealth management, and client engagement.
Positive attitude, willingness to learn, and openness to feedback.
Self-motivated, responsible, and goal-oriented.
Good communication and interpersonal skills.
Able to work independently while contributing positively to a team.