Wealth Growth Advisor — Training & Fast-Track Career

STAYCARAT TALENT; Singapore; On-site; SGD 45,000 - 112,000; Full time

Benefits offered by this job

Training allowance

Career development training

Monthly investment training

Job summary

STAYCARAT TALENT is seeking an entry-level to mid-career professional to expand our client base and manage investment portfolios. You will analyze client needs, perform due diligence, and organize client events while staying informed on market trends to drive growth.

We offer a structured training program, mentorship, and a supportive environment with a base salary range of SGD 4,000 to SGD 10,000 per month plus uncapped remuneration potential. Local finance qualifications preferred.

Qualifications

• Strong communication and interpersonal skills for client engagement.
• Ability to organize and track multiple overlapping tasks efficiently.

Responsibilities

• Expand the client base by engaging potential clients across wealth segments.
• Conduct analyses to align financial solutions with clients’ objectives.
• Implement client acquisition strategies to grow opportunities.
• Manage client portfolios and provide updates on market movements.
• Build relationships with new and existing clients to foster growth.
• Perform due diligence, research, and documentation to support decisions.
• Organize and invite clients to investment events for engagement and education.
• Participate in monthly investment training sessions funded by the company.
• Monitor current events and market conditions relevant to client portfolios.

Skills

Effective communication

Interpersonal skills

Organization & multitasking

Education

Diploma or Degree in Finance

Job description

STAYCARAT TALENT is seeking an entry-level to mid-career professional to expand our client base and manage investment portfolios. You will analyze client needs, perform due diligence, and organize client events while staying informed on market trends to drive growth.

We offer a structured training program, mentorship, and a supportive environment with a base salary range of SGD 4,000 to SGD 10,000 per month plus uncapped remuneration potential. Local finance qualifications preferred.