Wealth Advisor: Autonomy, Impact, Leadership Path

EXCEDER CONSULTING PTE. LTD.

Singapore

On-site

SGD 60,000 - 100,000

Full time

3 days ago

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Job summary

EXCEDER CONSULTING PTE. LTD. is looking for Wealth Managers in Singapore to advise individuals and families, assess financial needs, and craft tailored wealth, protection, and retirement plans. You will design customized solutions and build a personal client portfolio with autonomy to grow the business.

Training programs and mentorship are offered to develop advisory and leadership skills, with opportunities for career progression along leadership or specialist tracks.

Qualifications

Strong communication skills to explain complex financial concepts.
Proactive learning mindset to adapt to evolving financial products.
People-focused attitude to build trust and long-term client relationships.
No prior experience required; suitable for career switchers or professionals seeking greater autonomy.

Responsibilities

Advise individuals and families by assessing financial needs to develop tailored wealth, protection, and retirement plans.
Design and recommend customized financial solutions with measurable impact on clients’ financial well-being.
Build and manage a personal client portfolio with autonomy to grow business.
Participate in structured training programs and mentorship to develop advisory and leadership skills.
Pursue leadership or specialist career tracks through continuous learning and professional development.

Skills

Communication skills

Autonomy

Learning mindset

Relationship building

Job description

Training programs and mentorship are offered to develop advisory and leadership skills, with opportunities for career progression along leadership or specialist tracks.

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