Dual-License Wealth Managers

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

[email protected]

Overview

This role is for a Wealth Management Consultant focused on helping clients grow and protect their wealth through tailored financial strategies. You will provide advisory services across investments, insurance, and retirement planning, supporting clients in achieving long-term financial goals.

The position suits individuals with an entrepreneurial mindset who are looking to build a client base while delivering comprehensive wealth management solutions.

Key Responsibilities

• Provide tailored wealth management solutions to support asset growth and protection
• Recommend a wide range of financial products, including investments, insurance, and retirement solutions
• Advise clients on investment strategies to achieve long-term financial objectives
• Build and maintain strong client relationships through consistent engagement and service
• Develop and present risk management and protection strategies to safeguard client wealth

Requirements

• Strong communication and interpersonal skills
• Ability to adapt in a fast-paced environment and willingness to learn
• Minimum of A Levels, Local or IB Diploma
• CMFAS certificates or relevant financial qualifications are advantageous

Work Environment & Benefits

• Flexible working arrangements, including work-from-home options
• Ability to manage your own schedule
• Supportive and collaborative team environment
• Access to mentorship, tools, and industry resources
• Opportunity to be dual-licensed to provide both investment and insurance solutions

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.