Wealth Advisor: Launch Your Own Client-Focused Practice
Aidentifi
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Job summary
Aidentifi in Singapore is seeking mid-career professionals to start a career in wealth management. No prior financial services background or licence is needed; training, support and tools are provided to help you build an advisory practice from scratch.
This confidential role offers advanced tech: AI-assisted planning, CRM workflows, and a broad product shelf across insurers and providers, plus marketing support to grow your client base and a clear path into leadership.
Qualifications
- At least 3 years of client-facing or commercial experience.
- Strong communication and relationship-building skills.
- Proven track record of delivering results.
- Entrepreneurial drive with ambition to build a practice.
- Based in Singapore.
Skills
Job description
Aidentifi in Singapore is seeking mid-career professionals to start a career in wealth management. No prior financial services background or licence is needed; training, support and tools are provided to help you build an advisory practice from scratch.
This confidential role offers advanced tech: AI-assisted planning, CRM workflows, and a broad product shelf across insurers and providers, plus marketing support to grow your client base and a clear path into leadership.
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