PLACEMENT PROFESSIONALS Hiring! Full Time Executive Wealth Consultant in Central Region (Singapore), Earn up to SGD 6,000 - Ricebowl

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+*************

or email

*************

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

*************

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