Agrace Pte Ltd Hiring! Work from Home Portfolio Optimisation Consultant in , Earn up to SGD 20,000 - Ricebowl

About the RoleAs a Portfolio Optimisation Consultant, your role is to help clients optimise and improve their existing financial portfolios so their money works better without requiring them to spend more.

What You Will Do

• Review existing insurance policies to uncover unnecessary costs or overlaps
• Analyse investment structures to identify hidden fees or underperformance
• Evaluate mortgage arrangements for potential savings or refinancing opportunities
• Improve returns, coverage, or cash flow without increasing overall spending
• Break down complex financial information into clear, actionable insights
• Help clients understand difference between their current position vs optimised outcome

Why This Role Is Different

• You are helping clients reduce costs and improve outcomes, not sell them more
• No need to convince people to spend more. The value is in what they save or gain
• Conversations are naturally welcomed because the impact is immediate and practical

Who We’re Looking For

No prior experience required. We’re looking for individuals who:

Hold a minimum local diploma (all disciplines welcome)

Enjoy analysing and improving how things work

Like helping people make smarter financial decisions

Prefer meaningful, value-driven conversations over hard selling

Why Join Us?

• Operate within Singapore’s largest independently owned financial advisory platform
• Gain access to a broad, institutional-grade range of investment and wealth solutions
• Build real capability through structured training and guided mentorship
• Do work that creates immediate, measurable impact for clients

Pay: $5,000.00 - $20,000.00 per month

Benefits:

• Flexible schedule

Work Location: Hybrid remote in Singapore