Editorial summary

The company is seeking a Wealth Manager responsible for providing comprehensive insurance and financial advice by assessing clients' needs. The role is commission-based, with an average salary of approximately SGD 6,000, depending on individual performance. Candidates should demonstrate strong client assessment skills and financial expertise. Interested applicants can contact Leong Jia Wei via WhatsApp or email for more information.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 12555 first appeared in Job-Q.com on 04 Jun 2026]

To apply or find out more, contact
Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

This role is for a Wealth Manager responsible for delivering sound insurance and financial advice by assessing clients’ needs and providing holistic advisory services. The position involves building long-term client relationships while developing tailored financial strategies.

You will be part of a mentorship programme and utilise fintech solutions, including artificial intelligence, to support client engagement and solution delivery. High-performing individuals with leadership potential may be fast-tracked into management roles.

This role combines client acquisition, financial advisory, and relationship management, supported by technology-driven tools and a structured development pathway.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Participate in business development activities related to Financial Planning
• Review and assess prospective and existing client portfolios
• Recommend suitable investment and insurance solutions based on client needs
• Manage client relationships and support long-term retention

Requirements

• Meet minimum age requirement as per MAS guidelines
• A Diploma or Bachelor’s Degree
• Strong communication and interpersonal skills

Benefits & Development

• Competitive compensation package
• Incentive trips from company and partners
• Access to fintech tools and artificial intelligence solutions
• Structured mentorship and professional development
• Flexible working schedule

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