Investment Consultant

Roles & Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

jiawei@placement.com.sg

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

Are you ready to take your career to the next level alongside a community of driven professionals who value teamwork, continuous development, and lasting success?

Whether you're a fresh graduate or looking for a career switch, we provide the training, mentorship, and opportunities to help you build a rewarding career in financial services.

About the Role

As an Investment Consultant, you will support individuals and families in reaching their financial objectives through wealth management and investment solutions. You'll receive structured training, personalised coaching, and ongoing support while building your own client portfolio and growing your career.

No prior experience is required—we invest in your success.

What You'll Be Doing

• Build meaningful relationships with individuals and families
• Gain an understanding of clients' financial objectives and recommend appropriate investment and wealth management solutions
• Conduct financial reviews and client presentations
• Grow your personal client portfolio through networking and referrals
• Participate in training programmes, workshops, and mentorship sessions
• Collaborate with an experienced and supportive team
• Stay informed about market trends and investment opportunities
• Ensure compliance with regulatory and company guidelines

Who We're Looking For

• Fresh graduates and entry-level candidates are welcome
• Career switchers looking for a rewarding profession are encouraged to apply
• Diploma or Degree holders
• Positive, self-motivated and energetic individuals
• Strong communication and interpersonal skills
• A team player with a willingness to learn and grow
• Passionate about helping others achieve their financial goals

Why Join Us?

✔ Multiple Bonuses & Attractive Commission Structure

✔ Uncapped Income Potential

✔ Flexible Working Arrangements

✔ Customer-Centric Financial Advisory Platform

✔ Comprehensive Training & Mentorship

✔ Rewards & Recognition Programmes

✔ Career Progression Opportunities

✔ Advanced Digital Tools & Business Support

What We Offer

• Structured training with no experience required
• Dedicated mentorship from experienced leaders
• Professional development and industry certifications
• Flexible work schedule to support work-life balance
• Attractive performance incentives and recognition
• Collaborative and supportive team culture
• Opportunities for local and overseas incentives based on performance

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Tell employers what skills you have

Wealth Management
Graduate Recruitment
Relationship Building
Training Programme Design
Passion for Helping Others
Regulatory Compliance
Wealth Management Services
Financial Planning
Interpersonal Skills
Researching Potential Markets
Wealth Accumulation
client referrals
Real Estate Investment Consulting
Career Exploration
Financial Modelling
self-motivated Team Player
Workshops
Collaborate With Internal Team
Positivity
Financial Review