Wealth Management Consultant
About this job
Wealth Management Associate
Fresh Graduates Welcome | Training & Mentorship | Career Growth
Build Your Career. Grow Your Expertise. Shape Financial Futures.
Are you ambitious, people-oriented, and interested in building a career in wealth management?
We're looking for motivated individuals to join our growing financial services team! This opportunity allows you to gain hands-on exposure to wealth planning, financial solutions, and client relationship management, while developing valuable professional skills.
Whether you're a fresh graduate or exploring a new career direction, we provide structured training and mentorship to support your professional development.
What You'll Be Doing
Engage with clients to understand their financial goals, needs, and priorities
Support personalised wealth planning and financial needs analysis
Introduce relevant financial products and wealth management solutions
Build and maintain strong, long-term client relationships
Assist with client portfolio reviews, follow-ups, and documentation
Develop new client relationships through networking and business development activities
Stay informed about financial market trends and wealth management strategies
Participate in structured training and professional development programmes
What We're Looking For
Diploma or Degree holders; fresh graduates are welcome
Strong communication and interpersonal skills
Confident and comfortable interacting with people
Interest in wealth management, financial planning, or investments
Self-motivated, proactive, and eager to learn
Goal-oriented with a positive and growth-oriented mindset
Strong relationship-building and problem-solving skills
Able to work independently and collaboratively
No prior financial services experience required — training provided
What You'll Gain
Structured Training: Build your foundation in wealth management and financial planning
Professional Mentorship: Learn from experienced industry professionals
Career Development: Opportunities to grow and take on greater responsibilities
Industry Exposure: Gain practical experience in financial solutions and client management
Skill Development: Strengthen your communication, business development, and relationship management skills
Supportive Environment: Grow alongside a collaborative and motivated team
Your Future in Wealth Management Starts Here!
If you're passionate about finance, enjoy building meaningful relationships, and are ready to develop your professional expertise, we'd love to hear from you.
Apply today and take the next step towards a career in wealth management!
Market insight
88% above the medianExplore related jobs
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Frequently asked questions
What salary can I expect?
The employer lists $8,000 – $10,000 for this role at KAPTIVATE LLP in Singapore. For comparison, the local market median is about 4 800 $ based on 67 052 similar offers.
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