Wealth Advisory Partner: Build Your Own Practice

DL Partners

Singapore

On-site

SGD 40,000 - 67,000

Full time

15 hours ago
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Benefits offered by this job

Performance-based commissions
Recurring commission opportunities
Leadership incentives
Overseas incentive trips

Job summary

DL Partners is seeking individuals to build their own wealth advisory practices in Singapore. You will advise clients on investments, insurance, retirement and legacy planning while developing long-term client relationships and growing your own portfolio through professional networking and structured business development initiatives.

No prior financial advisory experience is required; structured training and licensing support will be provided.

Qualifications

  • Strong communication and relationship-building skills.
  • Self-motivated and adaptable.
  • Genuine interest in helping clients make informed financial decisions.
  • Fresh graduates welcome.

Responsibilities

  • Wealth advisory: advise clients on investments, wealth accumulation, insurance protection, retirement and legacy planning.
  • Relationship management: build and maintain long-term client relationships with regular reviews.
  • Portfolio development: grow your own client portfolio through networking and referrals.
  • Business development: collaborate on personal branding and client engagement campaigns.
  • Leadership development: develop skills to mentor, recruit and lead a team as you progress.

Skills

Strong communication
Relationship-building
Self-motivated
Willingness to learn

Education

GCE A-Levels/IB Diploma/Polytechnic Diploma

Job description

DL Partners is seeking individuals to build their own wealth advisory practices in Singapore. You will advise clients on investments, insurance, retirement and legacy planning while developing long-term client relationships and growing your own portfolio through professional networking and structured business development initiatives.

No prior financial advisory experience is required; structured training and licensing support will be provided.

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