Wealth Management Consultant

About the role

This position is a field‑based role representing a leading financial and insurance provider in Singapore. You will meet prospects face‑to‑face or virtually, understand their investment goals and propose suitable wealth management solutions. The role is ideal for ambitious individuals seeking a dynamic sales career with strong earning potential.

Key responsibilities

• Develop a deep understanding of a wide range of financial products and instruments to accurately propose the right options to prospects.
• Network with prospects through face‑to‑face or virtual meetings, assess their investment objectives and guide them toward appropriate decisions.
• Cultivate and grow relationships with a diverse client base, building trust and long‑term partnerships.
• Build personal branding and implement strategies to attract new leads.
• Achieve sales targets and performance goals consistently.

Required profile

• Diploma or Bachelor’s degree in any discipline.
• Excellent communication skills and a strong desire to work in a people‑facing role.
• Willingness to continuously learn about the financial landscape and stay updated on market movements.
• Aggressive, hunter‑type sales personality with a client‑centric attitude.
• Open to both fresh graduates and candidates without prior banking or wealth‑planning experience.

Required skills

What we offer

• Meritocratic environment with clear career progression opportunities.
• Industry‑leading training and guidance.
• Uncapped earning potential – the more you sell, the more you earn.