Wealth Manager: Client-Focused Growth & Certification Track

Fort Financial Pte. Ltd.; Singapore; On-site; SGD 55,000 - 85,000; Full time

Job summary

Fort Financial Pte. Ltd. is seeking a Wealth Manager/Wealth Consultant/Wealth Associate to help clients achieve financial goals. The role includes comprehensive training and support to obtain mandatory financial certifications before advisory work begins.

You will build relationships, assess needs, and recommend tailored solutions while growing your client portfolio through networking and referrals. Training will cover CMFAS and other required certifications.

Qualifications

• Full-time Diploma or Degree in any discipline.
• Strong interest in financial planning, wealth management, and sales-oriented roles.
• Self-motivated, proactive, and results-driven, with a strong desire to achieve personal and professional goals.
• Excellent interpersonal and communication skills, with the ability to connect effectively with clients from diverse backgrounds.
• Willingness to learn, adapt, and continuously develop in a fast-paced environment.
• Commitment to completing the required financial certifications before commencing advisory work. Training and support will be provided.

Responsibilities

• Build and maintain strong, long-term relationships with clients by understanding their financial needs, goals, and aspirations.
• Provide personalised financial guidance and recommend suitable financial products and solutions based on clients' needs.
• Develop and expand your client portfolio through networking, referrals, relationship building, and other business development activities.
• Keep up to date with financial products, market developments, and regulatory requirements to provide relevant and accurate advice.
• Work closely with colleagues and utilise available company resources to enhance client experience and support business growth.
• Complete mandatory financial certifications, such as CMFAS, within the required timeframe before commencing advisory work.

Skills

Sales oriented

Interpersonal skills

Communication skills

Self-motivated

Education

Diploma or Degree

Job description

Fort Financial Pte. Ltd. is seeking a Wealth Manager/Wealth Consultant/Wealth Associate to help clients achieve financial goals. The role includes comprehensive training and support to obtain mandatory financial certifications before advisory work begins.

You will build relationships, assess needs, and recommend tailored solutions while growing your client portfolio through networking and referrals. Training will cover CMFAS and other required certifications.