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

Support clients in working towards their financial goals through personalised wealth planning and ongoing relationship management.

This role offers structured training, mentorship, and practical exposure to client-facing financial advisory work. You will develop experience in understanding client priorities, conducting financial reviews, and providing continued support as their circumstances change.

Fresh graduates are welcome to apply.

We Provide:
Structured preparation for 4 basic certifications and required financial advisory qualifications

Coaching from experienced managers and industry professionals

Opportunities to join client planning and business development discussions

Joint-fieldwork sessions to build practical experience

Career development supported by ongoing mentorship

Collaborative working environment with emphasis on work-life balance

Key Responsibilities:
Establish and maintain relationships with clients

Understand clients’ financial objectives and planning priorities

Assist with wealth accumulation and financial protection planning

Conduct regular financial reviews and client follow-ups

Provide ongoing support and maintain long-term client relationships

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

Strong interpersonal and communication skills

Motivated and willing to learn

Interested in developing professionally within the financial services industry

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.