Client-Focused Wealth Consultant (High Net Worth & Business Owner Focus)

Singcapital Pte Ltd; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

Join a purpose-driven boutique advisory firm dedicated to enabling clients to achieve financial security. As a Financial Consultant at Singcapital Pte Ltd, you will empower clients with strategic financial solutions, build lasting relationships, and enjoy mentorship from industry leaders. This role offers a high-performance environment for those seeking to make a meaningful impact in finance.

Benefits

1-to-1 mentorship with industry leaders

Access to advanced tools and frameworks

Professional, values-driven culture

Qualifications

• Singaporean Citizen or Permanent Citizen, aged 21 and above.
• M5, M9, M9A, HI, M8, and M8A certifications advantageous.
• Experience in wealth management, insurance, or private banking is a plus.

Responsibilities

• Empower clients with strategic planning and bespoke financial strategies.
• Build and deepen relationships with affluent clients.
• Conduct in-depth financial needs analysis.

Skills

Client-centric approach

Strong listening skills

Strategic planning

Education

GCE A-Level

Polytechnic Diploma

University Degree

Tools

Financial planning frameworks

Job description

Join AVG: Where Purpose Meets Performance

Are you a seasoned Financial Consultant, Insurance Specialist, or transitioning from a bancassurance or banking background? If you're driven by purpose, value strategic planning, and aspire to deliver meaningful financial outcomes, AVG invites you to join us in a boutique advisory firm dedicated to helping clients retire like the top 1%.

If your passion lies in wealth accumulation, retirement planning, or legacy preservation, this is the team that will amplify your career.

Your Role at AVG

• Empower Clients with Strategic Planning
  Help individuals and families secure their financial future through bespoke, evidence-based strategies in investment, insurance, and estate planning.

• Build and Deepen Client Relationships
  Engage with affluent and aspiring clients, providing clarity and confidence through tailored financial solutions aligned with their life goals.

• Conduct In-Depth Financial Discovery
  Perform holistic financial needs analysis to craft integrated wealth plans that grow and protect wealth across life stages.

• Curate and Optimize Portfolios
  Leverage our proven frameworks and investment platforms to construct and manage diversified portfolios built for resilience and long-term growth.

• Achieve Meaningful Outcomes
  Guide clients in reaching financial milestones such as early retirement, property upgrades, or intergenerational legacy transfers.

• Stay Ahead of the Curve
  Stay up-to-date with market trends, product innovation, and industry developments to deliver forward-thinking advice.

Why Join AVG

At AVG, we are not just another advisory team — we are a purpose-driven practice led by industry top performer Jasmine Siah, whose mission is to develop values-based financial consultants and help clients retire with dignity, clarity, and choice.

About Jasmine Siah, Founder & Principal Consultant

• Chartered Financial Consultant (ChFC)

• Associate Estate Planning Practitioner (AEPP)

• Multiple-Year MDRT Qualifier, including:

  • Top of the Table (TOT) Qualifier – 2020,2021,2022 and 2023 representing the top 1% of the world’s most successful financial professionals

  • Court of the Table (COT) & MDRT Membership across multiple years

• Renowned for her recession-resilient, multi-income planning frameworks trusted by self-employed, high-income professionals and HNW families

Professional, Values-Driven Culture
Join a community that upholds trust, integrity, and client-first ethics. Our practice values holistic planning over product-pushing.

1-to-1 Mentorship with Jasmine Siah
Get direct coaching and guidance from Jasmine herself. Learn how to apply time-tested frameworks, ask the right questions, and build lifelong client relationships based on value and vision.

A Platform for Serious Growth
We equip you with access to advanced tools, top-tier product providers, and structured planning frameworks — empowering you to deliver excellence and grow fast.

Who We’re Looking For

Eligibility: Singaporean Citizen or Permeant Citizen, aged 21 and above (MAS criteria)
Driven and Purposeful: You’re not just looking for sales — you want to make an impact
Client-Centric: You have strong listening skills and genuinely want to help others grow
Disciplined and Coachable: You value structure, take feedback well, and execute with integrity

Preferred Qualifications

GCE A-Level, Polytechnic Diploma, or University Degree
M5, M9, M9A, HI, M8, and M8A certifications are advantageous
Prior experience in wealth management, insurance, or private banking is a strong plus

Ready to Build a Meaningful Career in Finance?

If you're passionate about helping others achieve financial freedom and you’re seeking a supportive, high-performance environment that values strategy over hype — we’d love to meet you.

Apply Now

Let’s shape the future of financial planning — one client, one plan, one purpose at a time.