Junior Financial Advisor: Growth & Mentorship

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

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.