Wealth Management Consultant

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

Role Overview

• 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.

Wealth Advisory & Client Engagement

• 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.

Leadership & Team Management

• Take on early leadership exposure by overseeing and supporting an assigned team of two consultants.

• Mentor and guide team members in client engagement, advisory practices, and business development.

• Participate in structured leadership programmes focused on team management, coaching, communication, and decision-making.

• Develop practical experience in motivating teams, managing performance, and driving business objectives.

• Progressively take on greater management responsibilities based on performance and capability.

Business Development & Growth

• Support business development activities to expand client networks and identify new opportunities.

• Develop skills in client acquisition, relationship building, networking, and business growth.

• Gain exposure to the commercial aspects of building and managing an advisory practice.

• Work towards developing your own client portfolio and establishing an advisory team.

• Receive guidance and mentorship in developing a sustainable long-term business.

Career Progression & Development

• Join with an existing team assignment and receive structured leadership development from the outset.

• Access ongoing coaching, mentorship, and professional development opportunities.

• Follow a defined career progression pathway towards senior management and leadership positions.

• Develop the capabilities required to eventually establish and lead your own advisory division.

• Benefit from a competitive income and performance-based incentive structure.

Working Environment

• Flexible hybrid working arrangement designed to support productivity and professional development.

• Collaborative and performance-oriented environment with strong emphasis on continuous learning.

• Opportunities to work alongside experienced professionals and gain practical industry exposure.

• Encouragement to develop both individual advisory capabilities and long-term business leadership skills.

Who This Role Is For

• Individuals seeking a career that extends beyond traditional financial advisory.

• Candidates interested in combining wealth management, investment advisory, leadership, and entrepreneurship.

• Ambitious individuals who enjoy working with clients and developing professional relationships.

• Self-driven candidates who are interested in building their own client portfolio and business.