Financial Adviser

WLTH; Singapore; On-site; SGD 48,000 - 72,000; Full time

Benefits offered by this job

Structured training

Mentorship

CMFAS support

Lead generation

Career development

Advisory guidance

Job summary

WLTH in Singapore seeks motivated individuals to develop skills in client advisory, relationship management, and financial planning. We provide structured training and guidance to help you build a foundation.

Fresh graduates or mid-career professionals are welcome as training and mentorship will be provided. Responsibilities include meeting clients, conducting financial reviews, building long-term relationships, and growing your client portfolio with team support.

Qualifications

• Singapore Citizen / Permanent Resident preferred.
• Diploma / Degree holders preferred.
• Willingness to obtain CMFAS certifications.
• Strong communication skills.
• Positive learning attitude.
• No prior financial services experience required. Training and mentorship will be provided.

Responsibilities

• Meet and understand clients' financial goals and concerns.
• Learn how to conduct financial reviews and provide suitable recommendations.
• Build long-term relationships with individuals and families.
• Develop communication, presentation, and advisory skills.
• Manage and grow your client portfolio with support from the team.

Skills

Client advisory

Relationship management

Financial planning

Communication skills

Presentation skills

Education

Diploma / Degree holders preferred

Job description

Looking for a career with more growth and ownership?

Many people start their careers looking for stability, but after a few years they begin to question:

• Is my income growth limited?
• Am I developing valuable skills?
• What does my career look like 5-10 years from now?

We are looking for motivated individuals who want to develop skills in client advisory, relationship management, and financial planning.

Whether you are a fresh graduate exploring your first career move or a mid-career professional considering a change, we provide structured training and guidance to help you build your foundation.

What You Will Do

• Meet and understand clients' financial goals and concerns
• Learn how to conduct financial reviews and provide suitable recommendations
• Build long-term relationships with individuals and families
• Develop communication, presentation, and advisory skills
• Manage and grow your client portfolio with support from the team

What We Provide

• Structured training from industry professionals
• One-to-one mentorship and coaching
• Support in obtaining required industry certifications
• Leads support to help you gain client exposure
• Guidance in developing your advisory skills
• Opportunity to build a long-term career in financial services

Who This May Suit

• Fresh graduates who want to explore a professional career path
• Mid-career individuals looking for a career transition
• People who enjoy communicating and building relationships
• Individuals who want greater control over their career growth

Requirements

• Singapore Citizen / Permanent Resident
• Diploma / Degree holders preferred
• Willingness to obtain CMFAS certifications
• Strong communication skills
• Positive learning attitude

No prior financial services experience required. Training and mentorship will be provided.