Wealth Management Consultant (Investment)

To apply or find out more, contact Leong Jia Wei (Reg No: R25157456) on WhatsApp +65 80863812 or email jiawei@placement.com.sg Overview This role is for a Wealth Management Consultant (Investment), focused on helping clients achieve their financial goals through investment and insurance solutions. The position involves client acquisition, portfolio management, and long-term relationship building in a client-focused environment. It offers a performance-driven career with structured development, mentorship, and opportunities to build recurring income. This role combines client acquisition, advisory, and relationship management, with a strong emphasis on delivering investment solutions and maintaining long-term client trust. Key Responsibilities • Acquire clients through various prospecting strategies • Review both prospective and existing client portfolios • Propose tailored investment and insurance solutions based on client needs • Manage and retain client relationships • Respond to client enquiries in a professional manner • Service and review financial portfolios to support long-term client engagement Requirements • A Diploma or Degree from a recognized institution in any field • Strong communication and interpersonal skills • A driven, entrepreneurial mindset with problem-solving ability • Passion to make a meaningful impact • Ability to work independently as well as in a team Benefits & Development • Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus) • Incentive trips • Opportunity to build recurring income streams • Professional development and mentorship By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.