Wealth Management Consultant

Professional Investment Advisory Services Pte Ltd - Edy Hartono; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

Join a dynamic team of financial consultants at a leading advisory firm, where your expertise will empower clients to achieve financial stability. This role offers a unique opportunity to grow professionally with personalized mentorship from industry leaders. As part of a collaborative community, you will leverage comprehensive tools and training to enhance your advisory practice. If you are motivated, client-focused, and committed to continuous learning, this is the perfect opportunity to make a significant impact in the financial advisory sector.

Benefits

Personalized Mentorship

Comprehensive Training Programs

Access to Financial Products

Collaborative Work Environment

Qualifications

• Experience in financial advisory and client management is essential.
• Certifications such as M5, M8, M9 are advantageous.

Responsibilities

• Provide strategic financial advice to clients for stability.
• Build and maintain strong client relationships with personalized solutions.
• Conduct financial needs analysis and manage investment portfolios.

Skills

Financial Advisory

Client Relationship Management

Financial Needs Analysis

Portfolio Management

Market Trends Analysis

Education

GCE A’ Levels

Polytechnic Diplomas

Degree holders

Job description

Join Polaris Advisory – Branch 1: Where Excellence Meets Growth!

Whether you're an experienced Financial Advisor, Insurance Specialist, Banker, or someone transitioning from Bancassurance, this is the perfect opportunity for you to leverage your expertise and enjoy a fulfilling career in financial consulting. If you’re looking to focus on Financial Investment Advisory, then this is the right team to join!

Your Role:

• Empower Clients with Financial Advice: Provide strategic advice to clients, helping them secure a financially stable future.

• Expand Your Client Base: Build strong relationships with new and existing clients, offering personalized solutions tailored to their needs.

• Conduct Financial Needs Analysis: Understand client objectives, assess their financial situation, and provide them with bespoke financial strategies.

• Manage and Optimize Portfolios: Construct, review, and adjust investment portfolios to meet client goals and ensure optimal growth.

• Achieve Clients’ Financial Milestones: Work with clients to establish and achieve long-term financial goals.

• Stay Ahead of Industry Trends: Collaborate with investors, stay informed about market changes, and propose innovative solutions to meet evolving client needs.

Why You Should Join Us:

At Professional Investment Advisory Services (PIAS), we’re proud to be home to 46 dedicated advisers – and we’re growing! We’re inviting passionate and professional financial consultants to join our strong team in delivering trusted financial planning to clients across Singapore.

Award-Winning Excellence
We don’t just say we’re the best – we have the accolades to prove it:

• 2025 1 Top of the Table (TOT), 2 Court of the Table (COT), and 5 MDRT qualifiers

• 2025 Best Equity Performance Winner with Grow with Singlife

• 2025 Top APE Winner with Singlife

A Team of Experience and Professionalism
Our advisers bring with them many years of industry experience, offering a wealth of knowledge, mentorship, and support to new joiners. You’ll be part of a community that values continuous learning and collaboration.

Exclusive 1-on-1 Mentorship
Receive personalized mentorship from Edy Hartono, one of Grow with Singlife’s Top 5 Financial Advisors in 2023, with a strong focus on wealth management strategies. Learn directly from one of the best in the industry to sharpen your skills and fast-track your success.

A Platform for Growth
At PIAS, we provide one of the most comprehensive platforms in the financial advisory industry, withaccess to a wide range of financial products, tools, and training to support your practice and accelerate your success.

Who We Are Looking For:

• Eligibility: Singaporean citizens aged 21 or above (MAS requirements).

• Motivated and Driven: If you’re ambitious, resourceful, and eager to make an impact, we want to hear from you.

• Client-Focused: Your ability to connect with clients and understand their financial goals is key to success.

• Committed to Growth: If you're disciplined and open to continuous learning, this is the perfect role for you.

Qualifications:

• GCE A’ Levels, Polytechnic Diplomas, or Degree holders (local certifications).

• M5, M8, M8A, M9, M9A, and HI certifications are a plus.