全职 Financial Planning Consultant 工作, 薪水 up to SGD 6,000, Wealth Asia 公司招聘中 - Ricebowl

Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long-term planning.

You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry.

Fresh graduates are welcome to apply.

We Provide:
Training support for 4 basic certifications and relevant financial advisory qualifications

Coaching from experienced managers and industry professionals

Exposure to client planning and financial review discussions

Joint-fieldwork opportunities for practical learning

Mentorship and guidance throughout your development

A collaborative environment with work-life balance

Key Responsibilities:
Meet with prospective and existing clients to understand their needs

Assist in reviewing clients’ financial goals and current arrangements

Support the preparation of wealth accumulation and protection plans

Develop and maintain professional client relationships

Provide ongoing follow-up and servicing to clients

Requirements:
Local Diploma, A’ Levels, or Degree in any discipline

Strong communication and interpersonal skills

Positive attitude and growth mindset

Willingness to learn and build a career in financial services

At Wealth Asia, we understand that navigating your financial future can feel overwhelming. That's why we offer a holistic approach to wealth management, combining powerful solutions with personalized guidance.

Think of us as your financial partner, here to simplify the complex and streamline the process.