Financial Planning Consultant

Wealth Asia LLP; Singapore; On-site; SGD 31,000 - 47,000; Full time

Benefits offered by this job

Certification training

Mentorship

Client planning exposure

Joint-fieldwork

Career guidance

Work-life balance

Job summary

Wealth Asia LLP is looking for a trainee financial advisor to start a career in wealth planning. Fresh graduates are welcome; you will engage with clients and learn to review financial goals while developing relationships under guidance.

The role provides structured training, mentorship, and exposure to real client discussions, shaping a clear path into financial advisory. Join a collaborative team that emphasizes development, ongoing coaching, and practical fieldwork to build confidence in

Qualifications

• Fresh graduates welcome to apply.
• Strong communication and interpersonal skills.
• Willingness to learn and build a career in financial services.

Responsibilities

• Meet with prospective and existing clients to understand their needs
• Assist in reviewing clients’ financial goals and current arrangements
• Support the preparation of wealth accumulation and protection plans
• Develop and maintain professional client relationships
• Provide ongoing follow‑up and servicing to clients

Skills

Communication skills

Interpersonal skills

Education

Local Diploma/A-Levels/Degree

Job description

Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long‑term planning.

You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry.

Fresh graduates are welcome to apply.

We Provide:

• Training support for 4 basic certifications and relevant financial advisory qualifications
• Coaching from experienced managers and industry professionals
• Exposure to client planning and financial review discussions
• Joint‑fieldwork opportunities for practical learning
• Mentorship and guidance throughout your development
• A collaborative environment with work‑life balance

Key Responsibilities:

• Meet with prospective and existing clients to understand their needs
• Assist in reviewing clients’ financial goals and current arrangements
• Support the preparation of wealth accumulation and protection plans
• Develop and maintain professional client relationships
• Provide ongoing follow‑up and servicing to clients

Requirements:

• Local Diploma, A’ Levels, or Degree in any discipline
• Strong communication and interpersonal skills
• Positive attitude and growth mindset
• Willingness to learn and build a career in financial services