Wealth Client Advisor - Hybrid, Growth & Planning

WHITE SOCIETY PTE. LTD.; Singapore; Hybrid; SGD 55,000 - 90,000; Full time

Benefits offered by this job

Structured onboarding

Mentorship

Hybrid work

Job summary

WHITE SOCIETY PTE. LTD. is seeking a Client Relationship Manager to build enduring relationships with clients, acting as their primary financial contact and delivering personalized planning across protection, investment, and retirement.

The role emphasizes long-term partnership and people-focused advisory. You will engage in client acquisition and ongoing reviews, operate in a hybrid setup with structured onboarding and uncapped commissions, and join a firm that prioritizes reliable guidance and

Qualifications

• Strong interpersonal and communication skills required.
• Client-first mindset with genuine desire to help clients achieve financial goals.
• Self-motivation and discipline for a professional advisory role.

Responsibilities

• Acquire and manage a sustainable client base and drive growth.
• Conduct holistic financial planning and develop bespoke plans for protection, investment, and retirement.
• Provide ongoing service, reviews, and updates to keep plans on track.

Skills

Strong interpersonal skills

Excellent communication

Client-first mindset

Self-motivated

Education

Diploma or Degree

Job description

WHITE SOCIETY PTE. LTD. is seeking a Client Relationship Manager to build enduring relationships with clients, acting as their primary financial contact and delivering personalized planning across protection, investment, and retirement.

The role emphasizes long-term partnership and people-focused advisory. You will engage in client acquisition and ongoing reviews, operate in a hybrid setup with structured onboarding and uncapped commissions, and join a firm that prioritizes reliable guidance and