Digital Wealth Consultant — Flexible, Autonomous Pivot

PromiseLand Financial Advisory; Singapore; Hybrid; SGD 55,000 - 90,000; Full time

Benefits offered by this job

Training program

Remuneration package

Work from home or office

Job summary

PromiseLand Financial Advisory invites mid-career professionals to pivot into a Digital Wealth Consultant role. You will focus on advising clients, building portfolios, and delivering personalized financial solutions.

The program emphasizes transformation training and a strong culture of responsibility and relationships. Enjoy an attractive remuneration package with a fixed component, commissions, and performance bonuses.

Qualifications

• Bachelor’s Degree or higher is required.
• Regulatory requirements for financial advisor licensure must be met.
• Basic proficiency in English is required.
• Self-motivated, goal-oriented and willing to undergo training programs.
• Able to take licensure examination for financial advisors (if applicable).

Responsibilities

• Achieve consistent sales performance and meet targets.
• Analyze clients' financial needs and offer personalized solutions.
• Provide professional financial advice to individual and corporate clients.
• Build and manage client portfolios through periodic engagement.
• Foster a positive team culture through proactive collaboration.

Skills

Communication and presentation

Sales experience

Education

Bachelor’s Degree / Post Graduate Diploma / Professional Degree

Job description

PromiseLand Financial Advisory invites mid-career professionals to pivot into a Digital Wealth Consultant role. You will focus on advising clients, building portfolios, and delivering personalized financial solutions.

The program emphasizes transformation training and a strong culture of responsibility and relationships. Enjoy an attractive remuneration package with a fixed component, commissions, and performance bonuses.