Executive Wealth Consultant

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

PLACEMENT PROFESSIONALS in Singapore seeks an Executive Wealth Consultant to guide clients toward financial goals and secure long-term wellbeing. You will use advisory tools and collaborate with a team to deliver wealth planning across protection, investment, and strategies.

The role offers two tracks: salaried with performance incentives or commission-based with entrepreneurial upside. Strong communication skills and CMFAS readiness are valued.

Qualifications

• Degree in Finance, Business, Economics, or related fields is an advantage.
• Strong understanding of financial planning and wealth management concepts.
• Excellent communication, relationship building, and client engagement skills.
• Comfortable with sales planning, business development, and long term client servicing.
• Strong analytical skills for evaluating financial strategies and portfolios.
• Able to work independently while contributing to a team based environment.
• Relevant certifications such as CFP or CFA are preferred but not mandatory.
• Prior experience in financial advisory, wealth management, or related fields is an advantage.
• CMFAS certifications are required, or prepared to pass within the required timeframe.

Responsibilities

• Deliver tailored financial advice aligned to each client’s goals and life stage.
• Conduct structured needs analysis and develop comprehensive financial plans.
• Recommend appropriate strategies across protection, investment, and wealth planning.
• Build, manage, and deepen long term client relationships.
• Identify and develop new opportunities through networking and referrals.
• Stay updated on market trends, financial products, and regulatory developments.
• Collaborate with team members to deliver integrated advisory solutions.
• Uphold high standards of professionalism, compliance, and client servicing.

Skills

Finance knowledge

Financial planning

Client engagement

Sales planning

Analytical skills

Independent worker

CFP/CFA preferred

CMFAS certified

Education

Finance/Economics degree

Job description

Overview

We are seeking a driven, client-centric Executive Wealth Consultant to join our growing advisory team. Position available under two tracks:

• Salaried Advisory Role with performance-based incentives

• Commission-based Advisory Role for those who prefer entrepreneurial upside

As an Executive Wealth Consultant, you will guide and advise clients with their goals, optimise their finances effectively and secure long-term financial well-being. You will play a key role in expanding and nurturing client relationships and be supported by our robust advisory tools, proven systems and a collaborative team environment.

Key Responsibilities

• Deliver tailored financial advice aligned to each client’s goals and life stage

• Conduct structured needs analysis and develop comprehensive financial plans

• Recommend appropriate strategies across protection, investment, and wealth planning

• Build, manage, and deepen long term client relationships

• Identify and develop new opportunities through networking and referrals

• Stay updated on market trends, financial products, and regulatory developments

• Collaborate with team members to deliver integrated advisory solutions

• Uphold high standards of professionalism, compliance, and client servicing

What We Are Looking For

• Degree in Finance, Business, Economics, or related fields is an advantage

• Strong understanding of financial planning and wealth management concepts

• Excellent communication, relationship building, and client engagement skills

• Comfortable with sales planning, business development, and long term client servicing

• Strong analytical skills for evaluating financial strategies and portfolios

• Able to work independently while contributing to a team based environment

• Relevant certifications such as CFP or CFA are preferred but not mandatory

• Prior experience in financial advisory, wealth management, or related fields is an advantage

• Candidates should possess the relevant CMFAS certifications, or be prepared to pass them within required timeframe

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