Wealth Advisory Consultant - Hybrid & Leadership Track

Adept Business Consultancy Pte Ltd; Singapore; Hybrid; SGD 60,000 - 100,000; Full time

Job summary

Adept Business Consultancy Pte Ltd invites graduates or early-career professionals to join its wealth advisory track in Singapore, blending hands-on client work with mentorship.

The program emphasizes growth across financial planning, investment strategies, and advisory practices while fostering leadership and a future advisory practice owner mindset. A hybrid work arrangement supports continuous learning and professional development.

Qualifications

• Gain hands-on exposure to wealth management, financial advisory, investment solutions, and client relationship management.
• Develop practical expertise through structured training, mentorship, and direct involvement in client-facing activities.
• Build a strong foundation in financial planning, investment strategies, portfolio solutions, and advisory practices.

Responsibilities

• Engage with clients to understand their financial goals, priorities, and long-term objectives.
• Conduct financial consultations, reviews, and needs-based assessments.
• Develop tailored wealth planning and financial advisory strategies based on individual client requirements.
• Research and assess investment opportunities, financial products, and investment platforms.
• Assist clients in evaluating suitable portfolio and wealth management solutions.
• Strengthen client relationships through professional communication, regular reviews, and ongoing advisory support.

Skills

Client engagement

Leadership development

Business development

Mentorship

Relationship management

Financial planning

Job description

Adept Business Consultancy Pte Ltd invites graduates or early-career professionals to join its wealth advisory track in Singapore, blending hands-on client work with mentorship.

The program emphasizes growth across financial planning, investment strategies, and advisory practices while fostering leadership and a future advisory practice owner mindset. A hybrid work arrangement supports continuous learning and professional development.