Wealth Consultant

4 days ago


Singapore THE FINANCIAL ASSEMBLY PTE. LTD. Full time
Roles & Responsibilities

We provide personalized wealth management solutions for high-net-worth individuals, families, and business owners. Our focus is helping clients grow and protect their wealth through expert advice and long-term planning.

We're looking for a client-focused Wealth Manager to join our advisory team. You'll guide clients through financial decisions, build strong relationships, and create tailored plans based on their goals and needs.

What You'll Do:
  • Create customized financial plans for clients based on their goals and risk profile
  • Conduct financial reviews and offer clear, actionable advice
  • Build long-term client relationships through regular check-ins and support
  • Stay updated on market trends and financial strategies
  • Help grow our client base through planning-led engagement
Why Join Us:
  • Competitive salary + performance bonuses
  • Fast-track career growth opportunities
  • 3-month intensive training program
  • Exam support and allowances
  • Continuous learning and professional development
What We're Looking For:
  • Diploma or Degree in any field (local polytechnic or university)
  • Good communication and presentation skills
  • High integrity, self-driven, and results-oriented
  • Positive and resilient personality
  • Open to fresh grads, career switchers, or experienced advisors
Tell employers what skills you have

Wealth Management
Sales
Investment Advisory
Investment Strategies
Financial Planning
Interpersonal Skills
Investments
Wealth Accumulation
Wealth
Needs Analysis
Investment Management
General Insurance
Life Insurance
Communication Skills
Presentation Skills
Financial Advisory
Customer Service
Business Development
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