Fixed Salary Personal Wealth Consultant

About Us : We are a dynamic and client-centric firm dedicated to empowering individuals and businesses to achieve their financial aspirations. Our philosophy is rooted in understanding each client's unique journey, crafting bespoke strategies, and building enduring partnerships to foster financial growth and security. We believe in providing comprehensive solutions that go beyond traditional offerings, focusing on holistic wealth management, legacy planning, and long-term financial well-being.

The Opportunity : Are you passionate about helping others build a secure and prosperous future? Do you possess a keen interest in finance and a desire to make a tangible impact on people's lives? We are seeking driven and empathetic individuals to join our growing team as Wealth Management Associates. This is an exceptional opportunity to develop a rewarding career in financial advisory, with robust training, mentorship, and a clear path for professional advancement.

As a Wealth Management Associate, you will play a crucial role in guiding clients through their financial journeys. You will :

• Conduct comprehensive financial needs analysis: Understand clients' current financial situations, goals, risk tolerance, and aspirations for the future.
• Develop personalized financial strategies: Design tailored plans encompassing wealth accumulation, protection, retirement planning, legacy planning (including wills and trusts), and investment strategies.
• Provide expert advice and solutions: Present and explain suitable financial products and services in an easy-to-understand manner, addressing clients' specific needs.
• Build and maintain strong client relationships: Foster trust and rapport, becoming a trusted advisor and long-term partner to your clients.
• Stay updated on market trends and industry regulations: Continuously enhance your knowledge to provide the most current and relevant advice.
• Collaborate with senior advisors: Work alongside experienced professionals, gaining invaluable insights and practical experience.

What We Offer :

• Competitive Basic Salary: Up to S$8,000 per month, commensurate with experience and qualifications.
• Attractive Remuneration Structure: Enjoy performance-based bonuses and other remuneration components above your basic salary, rewarding your efforts and success.
• CPF Contributions: Full employer and employee CPF contributions as per Singapore regulations, ensuring your long-term financial security.
• Comprehensive Benefits Package: Including annual leave, medical benefits, and opportunities for professional development.
• Structured Training & Mentorship: A dedicated program designed to equip you with the knowledge, skills, and certifications required to excel in the financial advisory industry.
• Career Advancement: Clear progression pathways to Senior Wealth Management Associate, Wealth Manager, and leadership roles.
• Dynamic Work Environment: Be part of a supportive, collaborative, and results-driven team.

Who We Are Looking For :

• A Diploma or Degree in any discipline.
• Strong interpersonal and communication skills, with the ability to build rapport and trust.
• A genuine desire to help individuals achieve their financial goals.
• Highly self-motivated, disciplined, and resilient.
• Possess a positive attitude and a strong commitment to continuous learning.
• Prior experience in finance, sales, or customer service is a plus, but not essential; fresh graduates with a strong drive are welcome to apply.

If you are ready to embark on a fulfilling career where you can truly make a difference in people's lives, we invite you to apply. Join us and shape your future while helping others shape theirs.

Apply Now: Please submit your resume and a brief cover letter outlining your interest in this role and how your strengths align with our vision.