Wealth Management Consultant

Job Description:

• Manage and maintain strong relationships with clients by understanding their financial goals and providing ongoing support
• Provide financial planning advisory services tailored to clients' needs and life stage
• Assist clients with investment and retirement planning to help them achieve long-term financial security
• Identify and assess financial risks, and recommend appropriate risk management solutions
• Support clients in legacy planning, including wealth transfer and long-term estate considerations
• Review and update clients' financial plans regularly to ensure alignment with changing goals and circumstances

Requirements:

• Diploma and above in Finance, Business, Economics, or a related discipline
• Minimum 3-5 years of relevant experience in financial planning, wealth management, or a related advisory role
• Proven experience in client relationship management and providing financial advisory services
• Strong knowledge of investment, retirement, risk management, and legacy planning solutions
• Possession of relevant professional certifications and licenses is an added advantage
• Excellent communication, presentation, and interpersonal skills
• Strong analytical skills with the ability to develop comprehensive financial plans
• Self-driven, results-oriented, and able to manage a portfolio of clients independently