HNW Wealth Consultant

STELLAR FINANCIAL PTE LTD; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

STELLAR FINANCIAL PTE LTD is seeking an experienced sales professional to develop a career in the High Net Worth market. The Financial Consultant will advise HNW individuals and Accredited Investors on wealth protection, legacy and estate planning, and wealth accumulation.

The role starts with a 12-month transition period to learn the HNW segment. From Year 2, focus shifts to bringing in sales and closing cases within our introducer network, while maintaining exceptional client service,

Qualifications

• Around 2 years of sales experience, preferably in financial services.
• Completed regulatory examinations and MAS appointment requirements.
• Clear interest in moving into the HNW market and building a long-term career.
• Willingness to learn with no prior HNW experience required.

Responsibilities

• Advise HNW individuals and AI clients on wealth protection, estate planning, and wealth accumulation solutions.
• Build and manage relationships with introducers (banks, law firms, family offices) and convert referrals into cases.
• Lead HNW client engagements from discovery to policy inception and achieve sales targets.
• Keep up with HNW market trends and ensure MAS compliance and company policy adherence.

Skills

Fluent in Mandarin and English

Education

Diploma or higher qualification

Job description

STELLAR FINANCIAL PTE LTD is seeking an experienced sales professional to develop a career in the High Net Worth market. The Financial Consultant will advise HNW individuals and Accredited Investors on wealth protection, legacy and estate planning, and wealth accumulation.

The role starts with a 12-month transition period to learn the HNW segment. From Year 2, focus shifts to bringing in sales and closing cases within our introducer network, while maintaining exceptional client service,