Wealth Consultant

About the Role

Join PhillipCapital as a Wealth Consultant and play a vital role in financial advisory by building trust, fostering meaningful client relationships, and guiding clients to make well-informed financial decisions. Whether you are new to the industry or an experienced adviser seeking a wider platform, this role offers a chance to grow your career within wealth management.

Key Responsibilities

• Establish and nurture strong relationships with individuals, families, and business owners.
• Craft personalized financial plans aligned with clients' objectives and life stages.
• Offer comprehensive advice covering wealth growth, investments, protection, and retirement.
• Perform regular portfolio evaluations and assist clients in adapting to evolving financial circumstances.
• Keep abreast of market trends while upholding professionalism and ethical standards.

Requirements

• Academic credentials of A Levels, local diploma, or IB Diploma or higher.
• Singaporean citizen or Permanent Resident status.
• Possession of CMFAS qualifications is a plus but not mandatory for appropriate candidates.
• Genuine enthusiasm for supporting others, a curious mindset, and dedication to continuous learning.
• Excellent communication skills and enjoyment in relationship building.
• Self-driven with a focus on long-term career growth.
• Ability to collaborate effectively within a team environment valuing integrity.

What You Will Gain

• Comprehensive mentorship and coaching support.
• Access to PhillipCapital's robust wealth management platforms and integrated solutions.
• Opportunities to enhance expertise in both investment and insurance sectors.
• A cooperative and encouraging team culture.
• Clear pathways for professional development and career advancement.
• Flexible work arrangements including hybrid scheduling options.