Wealth Solutions Architect – Growth & Training

STAYCARAT TALENT; Singapore; On-site; SGD 45,000 - 112,000; Full time

Benefits offered by this job

Fast track career progression

Training allowance

Career development training

Monthly investment training

Job summary

STAYCARAT TALENT is seeking a client-focused wealth consultant in Singapore to expand the client base and manage investment portfolios. You will deliver tailored financial solutions, perform analyses, and help clients stay informed on market trends to drive business growth.

The role offers structured training, mentorship, and opportunities to attend monthly investment sessions by top fund houses, with a base salary range of 4,000 to 10,000 SGD per month and uncapped remuneration potential.

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 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 improve financial knowledge.
• Monitor and stay informed of current events, industry trends, and market conditions relevant to client portfolios.

Skills

Communication

Organization

Education

Finance degree or diploma

Job description

STAYCARAT TALENT is seeking a client-focused wealth consultant in Singapore to expand the client base and manage investment portfolios. You will deliver tailored financial solutions, perform analyses, and help clients stay informed on market trends to drive business growth.

The role offers structured training, mentorship, and opportunities to attend monthly investment sessions by top fund houses, with a base salary range of 4,000 to 10,000 SGD per month and uncapped remuneration potential.