Wealth Planning Consultant

STAYCARAT TALENT; Singapore; On-site; SGD 45,000 - 134,000; Full time

Benefits offered by this job

Fast track career progression

Training allowance provided

Career development training provided

Monthly investment training by topfund

Job summary

STAYCARAT TALENT in Singapore seeks an investment adviser to expand the client base and manage diverse portfolios by delivering tailored financial solutions. You will conduct analyses, perform due diligence, and organize client events to drive business growth.

The role emphasizes staying informed on market trends, building strong client relationships, and participating in monthly investment training. Entry-level candidates are welcome; poly diploma or degree preferred, with training and

Qualifications

• Effective communication and interpersonal skills to engage clients and stakeholders.
• Ability to organize and track multiple overlapping tasks and assignments efficiently.

Responsibilities

• Expand the client base by identifying and engaging potential clients across wealth segments.
• Conduct detailed analyses to align financial solutions with clients’ investment objectives.
• Implement targeted client acquisition strategies to grow business opportunities.
• Manage client investment portfolios and provide updates on market movements.
• Build and maintain strong relationships with clients to foster growth.
• Perform due diligence, research, and documentation to support investment decisions.
• Organize and invite clients to investment events to enhance engagement.
• Attend monthly investment training sessions funded by the company to improve knowledge.
• Monitor and stay informed of market trends and events relevant to client portfolios.

Skills

Effective communication

Interpersonal skills

Task management

Education

Local Polytechnic Diploma or Degree

Job description

We empowers individuals to control their financial future through expert, innovative, and personalized wealth strategies. We provide structured training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients’ wealth management needs.

Job Summary

You will expand the client base and manage investment portfolios by delivering tailored financial solutions. This role involves conducting analyses, performing due diligence, organizing client events, and staying informed on market trends to drive business growth.

Responsibilities

• Expand the client base by identifying and engaging potential clients across different wealth segments
• Conduct detailed analyses to align financial solutions with clients’ investment objectives
• Implement targeted client acquisition strategies to grow business opportunities
• Manage client investment portfolios and provide timely updates on market movements and conditions
• Build and maintain strong relationships with new and existing clients to foster business growth
• Perform due diligence, research, analysis, and documentation to support investment decisions
• Organize and invite clients to investment events to enhance client engagement and education
• Attend monthly investment training sessions funded by the company to continuously improve financial knowledge
• Monitor and stay informed of current events, industry trends, and market conditions relevant to client portfolios

Required competencies and certifications

• Effective communication and interpersonal skills to engage clients and stakeholders
• Ability to organize and track multiple overlapping tasks and assignments efficiently

Preferred competencies and qualifications

• Local Polytechnic Diploma or Degree in any field
• Entry-level candidates and mid-career switchers are welcome

Other Information

Remuneration Package & Benefits:

• Fast track career progression
• Training allowance provided for successful candidates
• Career development training provided
• Monthly investment training by top fund houses
• Base salary ranges from $4,000 to $12,000 with uncapped remuneration potential