B2B / B2C Financial Services Consultant

PLACEMENT PROFESSIONALS; Singapore; Hybrid; SGD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive salary

Incentives and package

Structured training

Career progression

Flexible working

Wealth management focus

Overseas incentive trips

CMFAS sponsorship

Job summary

PLACEMENT PROFESSIONALS is seeking a client-focused Wealth Management Associate to understand clients' financial objectives and recommend suitable wealth management solutions. You will build lasting relationships and provide ongoing guidance to help clients reach their goals.

The role offers structured training, clear career progression, and flexible working arrangements. Fresh graduates with strong communication skills are encouraged to apply, including those new to the wealth management field.

Qualifications

• Minimum Diploma qualification or equivalent.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.

Responsibilities

• Gain an understanding of clients' financial objectives and requirements.
• Recommend appropriate wealth management and banking solutions.
• Establish and nurture lasting relationships with clients.
• Provide continuous financial guidance and conduct regular portfolio reviews.

Skills

Good communication

Education

Diploma or equivalent

Job description

Benefits

• Competitive basic salary with attractive incentives and package.

• Structured training and mentorship provided.

• Clear career progression opportunities.

• Flexible working arrangements.

• Opportunities to specialise in wealth management, investments and banking products.

• Overseas incentive trips and recognition programmes.

• CMFAS examination sponsorship and training support (for eligible candidates).

Job Responsibilities

• Gain an understanding of clients' financial objectives and requirements.

• Recommend appropriate wealth management and banking solutions.

• Establish and nurture lasting relationships with clients.

• Provide continuous financial guidance and conduct regular portfolio reviews.

Requirements

• Minimum Diploma qualification or equivalent.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.

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