Manager, Wealth Services

Distinct Professionals Group; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Job summary

Distinct Professionals Group in Singapore is seeking a Financial Consultant for a full-time hybrid role. You will understand clients’ financial needs, prepare suitable planning recommendations, and foster long-term relationships with clients.

You will leverage digital tools and CRM systems to manage client information while ensuring compliance with MAS regulations. The position offers growth opportunities in a collaborative team.

Qualifications

• Strong interpersonal and relationship-building skills.
• Good verbal and written communication skills.
• Willingness to learn financial planning and advisory skills.
• Client-focused mindset and willingness to understand clients’ needs and goals.
• Good time management and ability to multitask.
• Resilience and adaptability in a dynamic environment.
• Comfortable using digital tools and CRM systems.

Responsibilities

• Understand clients’ financial needs and tailor planning recommendations.
• Build long-term relationships with clients.
• Use digital tools for client management and ensure MAS regulatory compliance.

Skills

Interpersonal skills

Verbal and written communication

Willingness to learn

Client-focused mindset

Time management

Resilience and adaptability

CRM tools proficiency

Tools

CRM systems

Job description

This is a full-time hybrid role for a Financial Consultant based in Singapore under Distinct Professional Group representing Prudential Assurance Company Singapore .

Some work-from-home flexibility is available. The Financial Consultant will be responsible for understanding clients’ financial needs, providing suitable financial planning recommendations, and building long-term client relationships. The role also involves using digital tools for client management and ensuring compliance with applicable MAS regulations.

Why Join Distinct Professionals Group? We Value You.

Consider this: A premium cut of steak might cost $8 at a local butcher or $180 at a high-end restaurant. The steak itself doesn’t change—only its environment does. The right setting elevates its realised value.

The same applies to you.

We are an environment that recognises your potential and supports your professional growth. If you ever doubt your value, ask yourself: Am I in the right place to be truly valued?

Your skills, dedication, and potential deserve a team that recognises and invests in your growth. Your value doesn’t change, but the right opportunity can make a difference.

Qualifications We Are Looking For:

• Strong interpersonal and relationship-building skills
• Good verbal and written communication skills
• Willingness to learn financial planning and advisory skills
• Client-focused mindset and willingness to understand clients’ needs and goals
• Good time management and ability to multitask
• Resilience and adaptability in a dynamic environment
• Comfortable using digital tools and CRM systems
• Must be Singaporean or Permanent Resident

Approval Code: AT26Aug26MR49

A Group of Agency Units of Prudential Assurance Company Singapore