Executive Wealth Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

[email protected]

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

Overview

We are seeking a driven, client-centric Executive Wealth Consultant to join our growing advisory team.
Position available under two tracks:

• Salaried Advisory Role with performance-based incentives
• Commission-based Advisory Role for those who prefer entrepreneurial upside

As an Executive Wealth Consultant, you will guide and advise clients with their goals, optimise their finances effectively and secure long-term financial well-being. You will play a key role in expanding and nurturing client relationships and be supported by our robust advisory tools, proven systems and a collaborative team environment.

Key Responsibilities

• Deliver tailored financial advice aligned to each client’s goals and life stage

• Conduct structured needs analysis and develop comprehensive financial plans

• Recommend appropriate strategies across protection, investment, and wealth planning

• Build, manage, and deepen long term client relationships

• Identify and develop new opportunities through networking and referrals

• Stay updated on market trends, financial products, and regulatory developments

• Collaborate with team members to deliver integrated advisory solutions

• Uphold high standards of professionalism, compliance, and client servicing

What We Are Looking For

• Degree in Finance, Business, Economics, or related fields is an advantage
• Strong understanding of financial planning and wealth management concepts
• Excellent communication, relationship building, and client engagement skills
• Comfortable with sales planning, business development, and long term client servicing
• Strong analytical skills for evaluating financial strategies and portfolios
• Able to work independently while contributing to a team based environment
• Relevant certifications such as CFP or CFA are preferred but not mandatory
• Prior experience in financial advisory, wealth management, or related fields is an advantage
• Candidates should possess the relevant CMFAS certifications, or be prepared to pass them within required timeframe

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.