PLACEMENT PROFESSIONALS Hiring! Full Time Executive Wealth Consultant in , Earn up to SGD 15,000 - Ricebowl

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

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or email

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

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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

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.

Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.

Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.

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