Wealth Manager (Financial Advisory)

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

Wealth Manager/ Wealth Consultant/ Wealth Associate

As a Wealth Manager, you will play an important role in helping clients achieve their financial goals by understanding their needs and providing tailored financial solutions. You will receive comprehensive training and support to obtain the necessary financial certifications before commencing advisory work, equipping you with the knowledge and skills to build a successful career in wealth management.

Company Overview

Our client is a well‑established financial services institution committed to helping individuals and businesses achieve their financial goals. They are seeking motivated Wealth Managers who can provide personalised financial solutions while building strong, long‑term relationships based on trust and understanding.

Job Description

This role is ideal for ambitious and sales‑driven individuals who are eager to grow, take on new challenges, and build a rewarding career in the financial services industry.

As a Wealth Manager, you will work closely with clients to understand their financial needs, goals, and aspirations, and recommend suitable solutions to support their financial journey. Comprehensive training will be provided, including support in obtaining mandatory financial certifications before you begin providing financial advice.

Key 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.

Requirements

• 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.

What’s Next?

If you are ambitious, people‑oriented, and ready to take the next step in building a rewarding career in financial services, we would love to hear from you.