Wealth Solution Consultant

Roles & Responsibilities

We are seeking ambitious, people-oriented individuals with a strong sales mindset to join our team. Comprehensive training, mentorship, and structured onboarding will be provided.

What You’ll Do

• Build and grow your own client portfolio through networking, referrals, and outreach
• Understand clients’ financial goals and provide tailored investment solutions
• Develop long-term, trust-based client relationships
• Identify and acquire new clients across different market segments
• Manage client portfolios and provide ongoing market and performance updates
• Organise and invite clients to exclusive investment seminars and events

What We’re Looking For

• SG Polytechnic or Degree in any discipline
• Strong communication and interpersonal skills
• Self-motivated, target-driven, and comfortable engaging with people
• Open to career switchers or entry into the financial services industry
• Positive attitude with willingness to learn and develop.

Why Join Us

• No finance background required, full training and mentorship provided
• Clear and structured career progression with fast-track opportunities
• Exposure to leading fund houses and investment solutions
• Allowance: $3,000 – $12,000
• Uncapped commission (performance-based, high income potential)
• Quarterly bonus
• Continuous training and professional development support
• Strong networking opportunities within the financial industry

Working Arrangement

• Hybrid and flexible working arrangement
• Freedom to plan client meetings and manage your own schedule
• Autonomy to conduct off-site client engagements

Tell employers what skills you have

Client Acquisition
Wealth Management Services
Interpersonal Skills
Maintain Discipline
Target Driven
Client Investment Suitability
Processing referrals
investment seminars
Portfolio Management
Developing Client Business
Maintaining Client Relationships
Career Transitions
Outreach Activity
Positive Attitude
Financial Services
Self Motivation