Wealth Management Consultant

Professional Investment Advisory Services Pte Ltd; Singapore; On-site; SGD 120,000 - 210,000; Full time

Benefits offered by this job

CMFAS sponsorship

Open-architecture advisory platform

Direct mentorship by Edy Hartono

Autonomy to build own client base

Job summary

Professional Investment Advisory Services Pte Ltd invites experienced wealth professionals to join Polaris Advisory Branch 1 as Wealth Management Consultants, transitioning from transactional banking to building their own advisory practice.

You will own client relationships, access PIAS’ open-architecture platform, and benefit from Edy Hartono’s mentorship, CMFAS sponsorship, and a structured path to long-term career growth.

Qualifications

• Background in Retail/Priority Banking or related wealth roles.
• Willingness to obtain CMFAS certifications (sponsorship provided).
• Strong client-facing advisory skills and integrity.

Responsibilities

• Lead holistic financial planning conversations covering protection, investment, retirement, education and legacy planning.
• Develop unbiased, tailored recommendations using PIAS’ open-architecture platform.
• Own and maintain long-term client relationships across life stages.
• Uphold professional standards in analysis, documentation and compliance.

Skills

Client-first mindset

Polished communication

Regulated financial environments

Entrepreneurial drive

Relationship-building

Education

CMFAS certifications

Tools

PIAS advisory platform

Job description

From Managing Investment Portfolios to Building Your Own Advisory Practice

You have spent years building valuable experience in retail banking, priority banking, relationship management, or wealth advisory. But ask yourself: Are you building a lasting business for yourself, or are you just managing temporary assets for an institution?

In a traditional bank structure, your day-to-day is often dictated by internal product quotas, restricted frameworks, and rotating client portfolios. When you move on, those relationships stay behind.

Wealth management advisory offers a different path. We help banking professionals transition their foundations into an independent, long-term practice where you own your client base, your personal reputation, and your career trajectory.

Why Strategic Professionals Join Polaris Advisory Branch 1

This specialized track combines the institutional power of a premier platform with high-caliber, direct mentorship:

• Elite Mentorship Approach: You will be directly developed under the leadership and financial advisory practice standards of Edy Hartono, B.Eng, CFP®, IBF Fellow, Senior Financial Services Director. With over two decades of industry expertise, Edy is a respected leader who served as the President of the Financial Planning Association of Singapore (FPAS) from 2018 to 2019.
• Proven Track Record: Under Edy's guidance, Polaris Advisory Branch 1 has consistently produced top-tier industry achievers, including MDRT (Million Dollar Round Table), COT (Court of the Table), and TOT (Top of the Table) qualifiers.
• The PIAS Advantage: Professional Investment Advisory Services Pte Ltd (PIAS) is a pioneering financial advisory firm licensed by the Monetary Authority of Singapore. Established in 2001, PIAS has navigated multiple market cycles, serving over 200,000 families across Singapore with an extensive suite of savings, insurance and investment products.

What You Will Do

As a Wealth Management Consultant, you will pivot from transactional service to holistic wealth management:

• Conduct Holistic Advisory: Lead comprehensive financial planning conversations covering protection, investment, retirement, education, and legacy planning.
• Access a wide range of products: Develop unbiased, tailored recommendations using PIAS’ open-architecture advisory platform and product suite.
• Own Your Relationships: Build and maintain deep, long-term client relationships that span across different life stages, rather than brief transactional banking interactions.
• Uphold Professional Standards: Maintain exemplary standards in financial needs analysis, documentation, compliance, and professional conduct.

Who We Are Looking For

We are selectively seeking professionals with a background in Retail/Priority Banking, Relationship Management, Bancassurance, Investment Sales, or Client Servicing who possess:

• A client-first mindset and highly polished communication skills.
• Familiarity with navigating regulated financial environments.
• A strong desire to transition from short-term product sales to long-term, comprehensive wealth advisory.
• An entrepreneurial drive comfortable with relationship-building and performance-based career growth.
• A willingness to complete the required CMFAS certifications (sponsorship provided).

What We Offer

To ensure a smooth and stable transition from the corporate banking world, we provide a robust foundation:

• Financial Safety Net: A structure featuring a monthly allowance, competitive commissions, and performance-based incentives.
• Structured Practice Development: Direct access to Edy Hartono’s proven framework for scaling an advisory practice from scratch.
• Full Platform Support: Comprehensive access to PIAS’ market-leading advisory tools, continuous regulatory support, and product infrastructure.
• Professional Sponsorship: Full sponsorship and training support for required CMFAS certifications where applicable.
• Autonomy: Flexible working arrangements designed for long-term career fulfillment and business ownership.

I am an authorised Financial Adviser Representative from Polaris Advisory Branch 1, an authorised group of Financial Adviser Representatives from Professional Investment Advisory Services Pte Ltd.

PIAS Representative Name: [Edy Hartono] and MAS RNF No.: [EHX100039254].