Wealth Manager (ENTRY LEVEL)

AQUILA ASCENSION CONSULTANCY; Singapore; Hybrid; SGD 45,000 - 60,000; Full time

Job summary

A financial consultancy firm in Singapore is seeking motivated individuals for a Wealth Manager position. The ideal candidate has strong analytical and communication skills and a passion for financial planning. Responsibilities include providing tailored financial advice and maintaining client relationships. The role offers flexible working hours, competitive salary, fast-track promotions, and mentorship from experienced advisors. Fresh graduates and mid-career switchers are encouraged to apply.

Benefits

Competitive Salary

Plan Your Own Working Hours

Fast-Track Promotions

Sponsorship for Industry Essential Exams

Mentorship from Experienced Advisors

Qualifications

• Must be 21 years old and above.
• Singaporean or Permanent Resident (PR).
• Prior experience in sales or finance is a plus.

Responsibilities

• Provide comprehensive financial advice to clients.
• Develop and maintain strong client relationships.
• Conduct regular financial reviews for clients.
• Stay informed about industry trends and regulations.
• Participate in networking events.
• Collaborate with team members for agency growth.

Skills

Analytical skills

Communication skills

Client relationship management

Understanding of financial planning

Investment strategies knowledge

Education

Minimum A-Levels, Local Diploma, or Degree

Job description

The ideal candidate is a strategic thinker with a passion for helping clients achieve their financial goals. They possess strong analytical skills, excellent communication abilities, and a deep understanding of financial planning, investment strategies, and risk management. If you are a motivated, results- driven professional with a commitment to excellence, we would love to hear from you. No prior experience is required. Fresh graduates, part-time students, and mid-career switchers are welcome.

Key Responsibilities

• Provide comprehensive financial advice to clients, tailoring solutions to meet their unique needs and goals.
• Develop and maintain strong client relationships, ensuring a high level of customer satisfaction and trust.
• Conduct regular financial reviews to update clients’ financial plans based on life changes and market conditions.
• Stay informed about industry trends, products, and regulations to provide the best advice.
• Participate in networking events and professional development workshops to enhance your skills and expand your professional network.
• Collaborate with team members to achieve collective goals and drive agency growth.

Requirements:

• Must be 21 years old and above.
• Singaporean or Permanent Resident (PR).
• Education: Minimum A-Levels, Local Diploma, or Degree.
• Experience: Prior experience in sales, and finance is a plus, but not required.

What we offer:

• Competitive Salary
• Plan Your Own Working Hours – Enjoy flexibility and work-life balance.
• Fast-Track Promotions & Overseas Incentives – Get rewarded for your hard work.
• Sponsorship for Industry Essential Exams & Upfront Business Support – We invest in your success.
• Mentorship from Experienced & Achieving Advisors – Learn from the best in the industry.

Join Aquila Ascension Advisory and take the first step towards a rewarding career as a Wealth Manager. We look forward to welcoming you to our team!

Aquila Ascension Advisory is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Submit your resume and a cover letter detailing your qualifications and motivation for the role.