Wealth Planning Consultant

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 4,000 - 12,000; Full time

Benefits offered by this job

Fast track progression

Training allowance

Career development

Investment training

Uncapped remuneration

Job summary

PLACEMENT PROFESSIONALS in Singapore seeks an entry-level to mid-career wealth consultant who will grow the client base and oversee investment portfolios by providing customised financial solutions. This role involves conducting analyses, performing due diligence, organising client events, and keeping up with market developments to support business growth.

You will build relationships with clients, implement acquisition strategies, and stay informed on market trends while benefiting from

Qualifications

• Excellent communication and interpersonal skills required.
• Ability to manage multiple overlapping tasks efficiently.

Responsibilities

• Grow the client base by identifying and engaging prospective clients across different wealth segments.
• Conduct comprehensive analyses to align financial solutions with clients’ investment objectives.
• Implement targeted client acquisition strategies to expand business opportunities.
• Oversee client investment portfolios and provide timely updates on market movements and conditions.
• Establish and maintain strong relationships with new and existing clients to encourage business growth.
• Perform due diligence, research, analysis, and documentation to support investment decisions.
• 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.

Skills

Strong communication & interpersonal

Ability to manage multiple tasks

Education

Polytechnic Diploma or Degree in any field

Job description

We empower individuals to take control of their financial future through expert, innovative, and personalised 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 grow the client base and oversee investment portfolios by providing customised financial solutions. This role involves conducting analyses, performing due diligence, organising client events, and keeping up with market developments to support business growth.

Responsibilities

• Grow the client base by identifying and engaging prospective clients across different wealth segments
• Conduct comprehensive analyses to align financial solutions with clients’ investment objectives
• Implement targeted client acquisition strategies to expand business opportunities
• Oversee client investment portfolios and provide timely updates on market movements and conditions
• Establish and maintain strong relationships with new and existing clients to encourage business growth
• Perform due diligence, research, analysis, and documentation to support investment decisions
• 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

• Strong communication and interpersonal abilities to effectively engage clients and stakeholders
• Ability to efficiently manage and monitor multiple overlapping tasks and assignments

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

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