Wealth Management Consultant

KAPTIVATE LLP; Singapore; On-site; SGD 42,000 - 56,000; Full time

Job summary

KAPTIVATE LLP in Singapore is seeking a motivated Wealth Management Associate to start fresh and grow in wealth planning, client solutions, and portfolio discussions. You'll receive structured training, mentorship, and hands-on exposure to real client work.

Join a growing financial services team where you will develop communication, relationship-building, and business development skills while supporting client reviews and financial solutions under experienced guidance.

Qualifications

• Diploma or Degree holders; fresh graduates are welcome.
• Strong communication and interpersonal skills.
• Confident and comfortable interacting with people.
• Interest in wealth management, financial planning, or investments.
• Self-motivated, proactive, and eager to learn.
• Goal-oriented with a positive and growth-oriented mindset.
• Strong relationship-building and problem-solving skills.
• Able to work independently and collaboratively.
• No prior financial services experience required - training provided.

Responsibilities

• Engage with clients to understand their financial goals, needs, and priorities.
• Support personalised wealth planning and financial needs analysis.
• Introduce relevant financial products and wealth management solutions.
• Build and maintain strong, long-term client relationships.
• Assist with client portfolio reviews, follow-ups, and documentation.
• Develop new client relationships through networking and business development activities.
• Stay informed about financial market trends and wealth management strategies.
• Participate in structured training and professional development programmes.

Skills

Communication

Interpersonal skills

Self-motivated

Proactive

Eager to learn

Goal-oriented

Relationship-building

Problem-solving

Independent work

Team collaboration

Education

Diploma or Degree holder

Job description

Wealth Management Associate

Fresh Graduates Welcome | Training & Mentorship | Career Growth

Build Your Career. Grow Your Expertise. Shape Financial Futures.

Are you ambitious, people-oriented, and interested in building a career in wealth management?

We're looking for motivated individuals to join our growing financial services team! This opportunity allows you to gain hands-on exposure to wealth planning, financial solutions, and client relationship management , while developing valuable professional skills.

Whether you're a fresh graduate or exploring a new career direction, we provide structured training and mentorship to support your professional development.

What You'll Be Doing

• Engage with clients to understand their financial goals, needs, and priorities
• Support personalised wealth planning and financial needs analysis
• Introduce relevant financial products and wealth management solutions
• Build and maintain strong, long-term client relationships
• Assist with client portfolio reviews, follow-ups, and documentation
• Develop new client relationships through networking and business development activities
• Stay informed about financial market trends and wealth management strategies
• Participate in structured training and professional development programmes

What We're Looking For

• Diploma or Degree holders; fresh graduates are welcome
• Strong communication and interpersonal skills
• Confident and comfortable interacting with people
• Interest in wealth management, financial planning, or investments
• Self-motivated, proactive, and eager to learn
• Goal-oriented with a positive and growth-oriented mindset
• Strong relationship-building and problem-solving skills
• Able to work independently and collaboratively
• No prior financial services experience required - training provided

What You'll Gain

• Structured Training: Build your foundation in wealth management and financial planning
• Professional Mentorship: Learn from experienced industry professionals
• Career Development: Opportunities to grow and take on greater responsibilities
• Industry Exposure: Gain practical experience in financial solutions and client management
• Skill Development: Strengthen your communication, business development, and relationship management skills
• Supportive Environment: Grow alongside a collaborative and motivated team

Your Future in Wealth Management Starts Here!

If you're passionate about finance, enjoy building meaningful relationships, and are ready to develop your professional expertise, we'd love to hear from you.