Financial Planning & Wealth Management Consultant

Roles & Responsibilities

Job Overview

Our client is looking for driven and client-focused individuals who are passionate about financial planning and wealth management. In this role, you will support clients in achieving their financial goals through personalised financial solutions, wealth accumulation strategies, and protection planning.

You will also have the opportunity to build meaningful long-term client relationships while developing your expertise in investments, and financial advisory services within a structured and supportive environment.

Responsibilities

• Provide financial planning and wealth management advice to clients.
• Build and maintain long-term client relationships.
• Conduct financial reviews and recommend suitable solutions.
• Grow client base through networking, referrals, and outreach activities.
• Support customers with investment and protection planning needs.

Requirements

• Diploma from a local polytechnic or Degree from a recognised university.
• Strong communication and interpersonal skills.
• Self-driven and willing to learn.
• Interest in financial planning or wealth management.

Tell employers what skills you have

Open Banking
Wealth Management
Referrals
Investment Advisory
Verbal Communication
banking clients
Financial Planning
Interpersonal Skills
Self-driven
Relationship Management
Personal Financial Planning
Private Banking
Business Strategy
Investment Management
Investment Sales
Retirement Planning
Financial consultancy
Business Development
Financial Services
Customer Service Experience