Wealth Management Consultant

About the Role

Do you believe great wealth advice is built on trust, not pressure?
Join us as a Wealth Management Consultant, where stability meets opportunity — a role designed for professionals who want to grow a long-term advisory career without the volatility of commission-only structures.

Here, you are not just closing cases. You are building financial clarity, confidence, and lasting relationships. Supported by structured training, firm-generated leads, and a collaborative culture, you’ll focus on what truly matters: helping clients make informed decisions at every stage of life.

What You’ll Do

• Provide holistic financial advice across insurance, investments, retirement, and estate planning

• Conduct meaningful fact-finding, risk profiling, and financial needs analysis to truly understand each client

• Design and present personalised financial strategies aligned to client goals and life stages

• Build long-term client relationships through regular reviews and proactive engagement

• Achieve advisory and performance targets (APE, revenue, client acquisition) with integrity and professionalism

• Participate in client events, seminars, and lead-generation initiatives supported by the firm

• Maintain strict compliance with MAS, FAA, and internal governance standards

• Collaborate with internal teams and product specialists to deliver well-rounded solutions

What You’ll Bring

• Diploma or higher qualification

• Singapore Citizen

• CMFAS certifications (M5, M9, M9A, HI, M8/M8A) — or willingness to complete them during onboarding

• Experience in financial advisory, private banking, or insurance sales is an advantage
  (Motivated fresh graduates with strong communication skills are welcome)

• Strong interpersonal and presentation skills — you can simplify complex financial concepts

• A client-centric mindset with accountability, drive, and professionalism

What We Offer

• Competitive fixed monthly salary with attractive performance-based incentives

• Structured training, coaching, and mentorship from experienced leaders

• Full sponsorship for industry certifications and continuous development

• Access to firm-generated leads, marketing support, and business development resources

• Clear career pathways into Senior Advisor, Business Development, or Leadership roles

• A collaborative, ethical, and growth-oriented environment that invests in your success

✨ Build a career, not just a book of business.
If you’re looking for stability, purpose, and long-term growth in wealth management — we’d love to meet you.

Apply now and take the next step in your advisory journey.