Wealth Management Consultant

Role Overview

Our client within the Banking and Financial Services sector is expanding their team and seeking motivated candidates eager to develop a long-term career in financial services.

Key Responsibilities

• Perform financial need assessments and fact-finding exercises with clients.
• Recommend appropriate banking and wealth management solutions tailored to client goals.
• Maintain ongoing client relationships through regular portfolio reviews.
• Ensure adherence to internal policies and regulatory compliance standards.
• Engage in training sessions, mentoring, and professional growth activities.

Ideal Candidate Profile

• Minimum educational attainment of A-Level or Diploma.
• Open to fresh graduates as well as individuals seeking career transitions.
• Prior experience in finance is beneficial but not mandatory.
• Holders of certifications like CFA or equivalent qualifications are welcomed.
• Excellent communication abilities and eagerness to learn.

Compensation and Benefits

• Competitive remuneration packages.
• Performance bonuses awarded quarterly.
• Allowances totaling up to SGD 5,000.
• Opportunities for overseas travel and participation in global conventions.
• Personalized 1-on-1 mentoring and coaching from seasoned consultants.
• Comprehensive training programs and clearly defined career advancement paths.