Wealth Solution Consultant

About the role

We are looking for an ambitious, people‑oriented Wealth Solution Consultant to build and manage a client portfolio across Singapore. You will receive comprehensive training, mentorship, and a structured onboarding program to help you succeed in financial services.

Key responsibilities

• 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.

Required profile

• SG Polytechnic or university 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.

Required skills

What we offer

• 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: SGD 3,000 – 12,000 per month plus uncapped commission.
• Quarterly bonus and continuous professional development support.
• Hybrid and flexible working arrangement with autonomy to plan client meetings.