Wealth Solution Consultant (investment)
Roles & Responsibilities
We empowers individuals to control their financial future through expert, innovative, and personalized wealth strategies. We provide structured training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients’ wealth management needs.
Job Summary
You will expand the client base and manage investment portfolios by delivering tailored financial solutions. This role involves conducting analyses, performing due diligence, organizing client events, and staying informed on market trends to drive business growth.
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 continuously improve financial knowledge
- Monitor and stay informed of current events, industry trends, and market conditions relevant to client portfolios
Required competencies and certifications
- Effective communication and interpersonal skills to engage clients and stakeholders
- Ability to organize and track multiple overlapping tasks and assignments efficiently
Preferred competencies and qualifications
- Local Polytechnic Diploma or Degree in Finance preferably
- Entry-level candidates and mid-career switchers are welcome
Other Information
Remuneration Package & Benefits:
- Fast track career progression
- Training allowance provided for successful candidates
- Career development training provided
- Monthly investment training by top fund houses
- Base salary ranges from $4,000 to $10,000 with uncapped remuneration potential
Tell employers what skills you have
Wealth Management
Due Diligence
Financial Management
Financial Planning
Wealth Accumulation
Investment Banking
Problem Solving
Investment Management
Portfolio Management
customer engagement events
Company Training
Business Development
Research
Financial Services
Able To Work Independently