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The company is seeking a Wealth Management Consultant specializing in investments to join their team. The role involves providing financial guidance and services to help clients achieve their financial goals, with a focus on building a recurring income stream. The position offers a competitive compensation package including a monthly allowance, commission, incentives, quarterly and year-end bonuses, along with opportunities for professional development and incentive trips. Candidates should have a passion for making a positive impact on clients' financial futures.
This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.
[This job id 14480 first appeared in Job-Q.com on 15 Jun 2026]
Wealth Management Consultant(Investment)
BENEFITS
ROLE
Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.
If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.
RESPONSIBILITIES
1. Client acquisition through various prospecting strategies.
2. Review prospective/existing client portfolio.
3. Propose solutions and planning for client investment and insurance needs.
4. Client management and retention.
5. Attend and respond to customer queries professionally.
6. Service and review financial portfolios in maintaining a long-term customer relationship.
REQUIREMENTS
· Diploma or Degree from a recognized institution in any field
· Passionate to make a difference
· Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
· Outspoken with excellent communication & interpersonal skills
· Equally motivated by working independently as well as collaborating in a team
We respect your privacy and all communication will be treated with confidentiality.
Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com
Kelvin (Reg. No. R1872625)
STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)
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