Wealth Manager: Growth-Driven Advisor with Training

FORT FINANCIAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

Fort Financial Pte. Ltd. invites ambitious individuals to join our Wealth Management team in Singapore as Wealth Manager/Wealth Consultant/Wealth Associate.

You will develop client relationships, assess financial needs, and propose tailored advisory solutions while receiving comprehensive training and support to obtain essential certifications before advising clients. This role emphasizes sales orientation and relationship building, with structured development through courses and mentoring to

Qualifications

• Diploma or Degree in any discipline.
• Strong interest in financial planning and sales-oriented roles.
• Willingness to complete mandatory financial certifications before advisory work.

Responsibilities

• Build and maintain long-term client relationships.
• Provide personalised financial guidance and suitable solutions.
• Develop client portfolio through networking and referrals.
• Keep up to date with financial products, market developments, and regulations.
• Collaborate with colleagues to enhance client experience and grow business.
• Complete mandatory financial certifications (e.g., CMFAS) within required timeframe.

Skills

Relationship Building

Sales-driven

Communication

Self-motivated

Education

Diploma or Degree

Job description

Fort Financial Pte. Ltd. invites ambitious individuals to join our Wealth Management team in Singapore as Wealth Manager/Wealth Consultant/Wealth Associate.

You will develop client relationships, assess financial needs, and propose tailored advisory solutions while receiving comprehensive training and support to obtain essential certifications before advising clients. This role emphasizes sales orientation and relationship building, with structured development through courses and mentoring to