
Wealth Management Specialist
2 days ago
We are seeking motivated individuals to join our team as Wealth Management Specialists. In this client-facing role, you will guide individuals and families in making sound financial decisions to achieve their long-term goals. You will benefit from direct mentorship by a senior professional with a Master’s degree in Wealth & Asset Management, and gain in-depth exposure to holistic financial planning.
This opportunity is ideal for those who are passionate about building a career in wealth advisory within a supportive, growth-oriented environment.
Key Responsibilities
- Provide tailored wealth management advice aligned with clients’ financial goals and priorities
- Conduct financial needs analyses and develop appropriate solutions
- Maintain updated knowledge of financial products, market developments, and regulatory requirements
- Foster long-term client relationships through ongoing reviews and service excellence
- Uphold high standards of professionalism, ethics, and compliance
What We Offer
- Mentorship by a Senior Industry Practitioner
- Structured Training & Development - Build competence through guided learning and hands-on experience
- Attractive Remuneration - Base salary with uncapped performance-based commissions
- Career Growth - Advance within a progressive team focused on continuous improvement and client impact
- Flexible Work Options - Designed to support work-life integration
**Requirements**:
- Singapore Citizen
- Diploma from a recognised local institution (finance-related disciplines preferred)
- Strong interpersonal and communication skills
- Demonstrated interest in wealth management or financial advisory
- Self-driven, responsible, and eager to learn
- Prior experience in finance or client advisory is advantageous but not required
**Job Types**: Full-time, Fresh graduate
Pay: $2,119.07 - $10,006.45 per month
**Benefits**:
- Flexible schedule
Supplemental Pay:
- Commission pay
- Performance bonus
Work Location: In person
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