Wealth Management Consultant

KAPTIVATE LLP; Singapore; On-site; SGD 42,000 - 54,000; Full time

Job summary

KAPTIVATE LLP in Singapore is seeking a Wealth Management Associate to engage clients, understand financial goals, and introduce wealth-management solutions. You’ll gain practical exposure to financial planning and client relations while participating in structured training and mentorship.

Fresh graduates are welcome; no prior financial services experience is required as training will be provided. You will work with a team of professionals and develop skills in wealth planning, investments, and

Qualifications

• Diploma or Degree holders
• Fresh graduates welcome
• Strong communication and interpersonal skills
• Interest in wealth management, financial planning, investments, or finance
• Training will be provided

Responsibilities

• Engage with clients to understand their financial goals and priorities
• Support financial needs analysis and wealth-planning discussions
• Introduce suitable financial and wealth-management solutions
• Build and maintain strong, long-term client relationships
• Assist with client reviews, follow-ups, and documentation
• Develop new client relationships through business development activities
• Stay updated on financial products, market developments, and industry trends
• Participate in structured training and professional development
• Work closely with experienced team members and mentors

Skills

Communication skills

Interpersonal skills

Client relationship building

Active listening

Education

Bachelor's or Diploma

Job description

Wealth Management Associate

Build Relationships. Create Financial Solutions. Grow Your Career.

Looking to begin your career in wealth management and financial services?

We are looking for motivated and people-oriented individuals to join our team as a Wealth Management Associate. You’ll gain practical exposure to financial planning, wealth solutions, and client relationship management while developing the skills needed to grow within the industry.

Fresh graduates are welcome — structured training and mentorship will be provided.

What You’ll Do

• Engage with clients to understand their financial goals and priorities
• Support financial needs analysis and wealth-planning discussions
• Introduce suitable financial and wealth-management solutions
• Build and maintain strong, long-term client relationships
• Assist with client reviews, follow-ups, and documentation
• Develop new client relationships through business development activities
• Stay updated on financial products, market developments, and industry trends
• Participate in structured training and professional development
• Work closely with experienced team members and mentors

Who Should Apply?

• Diploma or Degree holders
• Fresh graduates and entry-level candidates are welcome
• Strong communication and interpersonal skills
• Confident and comfortable meeting new people
• Interested in wealth management, financial planning, investments, or finance
• Motivated, proactive, and eager to learn
• Goal-oriented with a positive attitude
• Strong relationship-building skills
• Able to work independently and as part of a team
• No prior financial services experience required — training will be provided

Why Join Us?

• Structured Training – Build your financial and industry knowledge
• Mentorship – Learn alongside experienced professionals
• Career Development – Opportunities to progress as your capabilities grow
• Industry Exposure – Gain hands-on experience in wealth and financial solutions
• Professional Growth – Develop client management, communication, business development, and financial-planning skills
• Dynamic Environment – Join a driven and supportive team

Build a Career That Grows With You

If you’re ambitious, enjoy working with people, and want to develop your expertise in wealth management and financial services, this could be the opportunity for you.