Financial Consultant (Wealth Management)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

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

As a Financial Consultant in Wealth Management, you will play a vital role in helping clients build, protect, and grow their wealth through strategic financial solutions.
This role is ideal for individuals who are passionate about investment planning, client advisory, and creating long-term financial strategies tailored to clients’ goals.
You will have the opportunity to work with a dynamic team, strengthen your expertise, and develop meaningful relationships with clients while growing professionally.

Key Responsibilities and Skills

Portfolio Management: Develop and manage investment portfolios by creating suitable strategies, optimising asset allocation, and reviewing investment performance regularly.
Analytical Tasks: Perform financial analysis, investment research, valuation assessments, and performance evaluations to support informed decision-making.
Operational Support: Handle operational processes, documentation, and ensure compliance with relevant financial guidelines and regulations.
Collaboration: Partner with team members to improve sales effectiveness, strengthen client engagement, and achieve business objectives.
Client Advisory: Provide guidance on financial planning matters, including retirement planning, estate planning, and tax-efficient strategies.
Portfolio Analysis: Review clients’ investment portfolios and recommend adjustments based on market trends, financial objectives, and risk profiles.
Relationship Management: Establish and maintain strong relationships with high-net-worth clients while acting as their trusted financial contact.
Market Research: Monitor market developments, identify investment opportunities, and analyse industry and competitor trends.
Sales & Growth: Identify new business opportunities and contribute towards expanding the firm’s client base.
Administration: Prepare financial reports, maintain updated client information, and manage compliance-related documentation.
Leads: Provide 30-50 leads monthly, Zero Costing, Network events & taking over existing clients portfolio.

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