Financial Consultant

Roles & Responsibilities

Financial Consultant / Wealth Planning Associate

Your Role :

You will guide clients through wealth accumulation, retirement planning, and cash flow management while offering customized solutions such as unit trusts, ETFs, structured notes, and insurance / retirement plans. You will manage their financial portfolios and support them in achieving long-term goals.

Key Responsibilities :

• Analyze and manage client portfolios
• Advise on wealth, retirement & cash flow strategies (DPMS)
• Recommend suitable investment & protection products
• Build and maintain strong client relationships
• Conduct regular portfolio reviews
• Provide ongoing financial education and guidance

What You Can Expect :

We appreciate your interest and look forward to reviewing your application. Due to high application volume, only shortlisted candidates will be contacted — thank you for your understanding!

WeCruit Pte Ltd | EA License No. 20C0270

EA Personnel : Tan Soon Hock (Steven) | Registration No. R1109889

Tell employers what skills you have

Wealth Management

Leadership

Autonomy

Financial Planning

Cash Flow Management

Wealth Accumulation

Wealth

ETFs

Risk Management

Mentorship

Retirement Planning

Financial Advisory

Unit Trusts

Cash Flow

Retirement

Financial Services