Wealth Planning Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

We empower individuals to take control of their financial future through expert, innovative, and personalised wealth strategies. We provide structured training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients’ wealth management needs.

Job Summary

You will grow the client base and oversee investment portfolios by providing customised financial solutions. This role involves conducting analyses, performing due diligence, organising client events, and keeping up with market developments to support business growth.

Responsibilities

• Grow the client base by identifying and engaging prospective clients across different wealth segments
• Conduct comprehensive analyses to align financial solutions with clients’ investment objectives
• Implement targeted client acquisition strategies to expand business opportunities
• Oversee client investment portfolios and provide timely updates on market movements and conditions
• Establish and maintain strong relationships with new and existing clients to encourage business growth
• Perform due diligence, research, analysis, and documentation to support investment decisions
• Organize and invite clients to investment events to enhance client engagement and education
• Attend monthly investment training sessions funded by the company to continuously improve financial knowledge
• Monitor and stay informed of current events, industry trends, and market conditions relevant to client portfolios

Required competencies and certifications

• Strong communication and interpersonal abilities to effectively engage clients and stakeholders
• Ability to efficiently manage and monitor multiple overlapping tasks and assignments

Preferred competencies and qualifications

• Local Polytechnic Diploma or Degree in any field
• Entry-level candidates and mid-career switchers are welcome

Other Information

Remuneration Package & Benefits:

• Fast track career progression
• Training allowance provided for successful candidates
• Career development training provided
• Monthly investment training by top fund houses
• Base salary ranges from $4,000 to $12,000 with uncapped remuneration potential

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.