Wealth Planning Consultant | Growth, Training & Portfolios

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 is hiring financial consultants to expand the client base and manage investment portfolios. You will deliver tailored wealth solutions, conduct analyses, and stay informed on market trends. Training and mentorship are provided to help you grow within a supportive environment.

Ideal candidates have a diploma or degree and are open to entry-level or mid-career transitions. Base salary is SGD 4,000–12,000 monthly with uncapped earnings potential, plus training allowances and career

Qualifications

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

Responsibilities

• Expand the client base by engaging potential clients across wealth segments.
• Conduct analyses to align financial solutions with clients' objectives.
• Implement client acquisition strategies to grow opportunities.
• Manage client portfolios and provide updates on market movements.

Skills

Effective communication

Interpersonal skills

Multitasking

Education

Local Polytechnic Diploma or Degree in any field

Job description

STAYCARAT TALENT is hiring financial consultants to expand the client base and manage investment portfolios. You will deliver tailored wealth solutions, conduct analyses, and stay informed on market trends. Training and mentorship are provided to help you grow within a supportive environment.

Ideal candidates have a diploma or degree and are open to entry-level or mid-career transitions. Base salary is SGD 4,000–12,000 monthly with uncapped earnings potential, plus training allowances and career