Wealth Solutions Consultant

We are building a new generation of wealth solutions consultants who want to develop real advisory skills and grow into trusted professionals serving clients across Singapore. Whether you are starting out or making a career switch, this is a structured pathway into wealth advisory with strong mentorship, support, and clear career progression.

Career Packages & Benefits

Strong Support System
We provide provide a hand held system with regular one to one mentorship, especially during your first 3 months walking you through every step of your journey.

Customized Training
You will begin with foundational training, followed by our in-house advanced level of training by the best of the best. We continue with weekly sessions to build your skills in prospecting, client management, and financial knowledge.

Attractive Remuneration
Basic allowance of up to $12,000, with quarterly and recurring bonuses, as well as high commissions of up to 50%.

Provided Leads
A great start to a career makes the rest of it simpler. What makes us different is that we provide you with a consistent flow of leads from Day 1 to ensure an edge over your peers amongst our competitors. Building a strong start in the cold market is our belief in proper nurturing and grooming.

Flexible Working Arrangement
Work from home, from the office, or on the go. You will have the flexibility to manage your time with guidance when needed.

Fast Track Career Progression
There is a clear pathway to leadership within 4 years. We believe in growing together and supporting each other’s success.

Travel and Culture
Enjoy travel incentives and experiences with a team that is equally driven, motivated, and supportive.

Principal Responsibilities

In this role, you will
• Deliver a full suite of financial services including banking, insurance, and investment solutions
• Conduct in-depth client consultations to understand their financial objectives and provide tailored strategies in areas such as investments, retirement, estate planning, insurance and risk management
• Proactively manage and nurture relationships with high-net-worth individuals, families, and businesses locally and internationally
• Grow your client base through networking, events, and outreach with support from the team
• Stay informed about the financial markets, industry trends, economic factors, and regulatory changes to offer the most up-to-date advice to clients.

Qualifications

To be successful, you should have
• Diploma, Degree, or A Level qualifications
• Good interpersonal and communication skills
• A positive attitude, willingness to learn, and self discipline
• Interest in finance, advisory, and working with clients

Additional advantages
• Professional certifications such as CFA, CFP, or CPWA
• Experience with Microsoft Office, social media, or marketing
• Major in Business, Banking and Finance, Accountancy

Eligibility
Singaporean or PR only