Wealth Management Consultant (Singapore)

Lifessentials Sdn Bhd; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading company in the financial services sector is seeking a talented professional to develop and maintain strong relationships with clients. The role involves understanding financial goals, offering investment advice, and ensuring compliance with regulations. Ideal candidates should possess a Bachelor's degree in Finance or a related field and have strong interpersonal skills, with opportunities for sponsorship for Singapore PR after two years of employment.

Benefits

Comprehensive training and development programs

Performance Bonus

Allowance Provided

Annual Bonus

High potential for Singapore PR Conversion

Qualifications

• Prior experience in relationship management within banking or financial services is preferred.
• High-performing individuals in sales welcome to apply.
• Fresh graduates with self-drive encouraged to apply.

Responsibilities

• Develop and maintain strong client relationships by understanding their financial goals.
• Conduct financial analysis and present customized financial plans.
• Provide investment advice and recommend financial products.

Skills

Strong communication

Interpersonal skills

Self-driven

Results-oriented

Proficiency in Mandarin

Education

Bachelor’s Degree in Finance, Economics, Business

Job description

Last Updated on 07 Jul '25
Expiring on 17 Jul '25

RM 13k / month

Requirements

• Bachelor’s Degree in Finance, Economics, Business, or a related field.
• Prior experience in relationship management within the banking or financial services industry is highlypreferred.
• High-performing individuals in Sales role of other businesses and industries but willing to study to pass exam are welcometoapply.
• Strong communication and interpersonal skills.
• Self-driven, results-oriented, and able to work independently.
• Proficiency in Mandarin is an added advantage (to liaise with Mandarin-speaking clients).
• Open to Malaysian citizens only.
• Candidates, including fresh graduates with strong self-drive and a proactive mindset, are encouraged to apply.

Responsibility

• Develop and maintain strong relationships with clients by understanding their financial goals, needs, and risk appetite.
• Conduct comprehensive financial analysis to design and present customized financial plans.
• Offer sound investment advice and recommend appropriate financial products aligned with clients’ objectives.
• Stay up to date with market trends, financial instruments, and regulatory developments.
• Ensure full compliance with relevant financial regulations, internal policies, and ethical standards.
• Comprehensive training and development programs
• Competitive salary and benefits package
• High potential for Singapore PR Conversion:Successful and committed individuals may be considered for sponsorship for Singapore Permanent Residency (PR) after two years of employment, subject to individual performance and eligibility criteria set by the Singaporeanauthorities.

Additional Benefits:Training Provided, Performance Bonus, Allowance Provided, Annual Bonus

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