Wealth Management Consultant

APEX WEALTH MANAGEMENT LLP; Singapore; On-site; SGD 40,000 - 60,000; Full time

Benefits offered by this job

Certifications training

Mentorship program

2-year path to management

Work-life balance

Job summary

APEX WEALTH MANAGEMENT LLP is seeking a Wealth Management Consultant to start a structured training program in Singapore. No prior experience required as comprehensive training, soft-skill development and mentorship will prepare you for future certification and career progression.

Fresh graduates are welcome to apply, with opportunities to participate in client planning, wealth accumulation strategies and long-term relationship building while advancing toward managerial roles within 2 years.

Qualifications

• Local diploma, A’ Levels, or degree in any discipline.
• Positive attitude and willingness to learn.

Responsibilities

• Client acquisition
• Assisting clients with wealth accumulation and protection planning
• Building long-term client relationships

Skills

Positive attitude

Willingness to learn

Education

Local Diploma / A’ Levels / Degree

Job description

Join us as a Wealth Management Consultant and gain an early advantage in the finance industry while progressing towards future managerial roles. Build a meaningful career where you can make a real difference. No prior experience is required, as we provide the necessary training and support to help you succeed.

You will receive structured training and mentorship to guide you towards certification. The soft skills and practical experience gained in this role will enhance your career development and open up greater opportunities in the future. Fresh graduates are welcome to apply.

We provide:

• Coaching to complete 4 basic certifications and required classes for financial advisory duties
• Opportunities to be involved in planning processes alongside managers
• On-the-job training through joint fieldwork sessions
• A structured programme with mentorship and a pathway to managerial positions within 2 years
• Work-life balance

Job Responsibilities:

• Client acquisition
• Assisting clients with wealth accumulation and protection planning
• Building long-term client relationships

Requirements:

• Local Diploma, A’ Levels, or Degree in any discipline
• Positive attitude and willingness to learn