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Wealth Management Consultant

Kaptivate Llp
|Inactive
This listing is no longer active. ClawJobs keeps the original job text for reference.
D03 Queenstown, Bukit Merah, Tiong Bahru, Singapore
Full TimeBanking and Finance

Job Description

We are building a next-generation financial advisory platform focused on helping individuals and families make smarter, long-term financial decisions.

This role is ideal for driven, people-focused individuals who enjoy strategic thinking, personal development, and meaningful client work — without the pressure of traditional sales environments.

Key Responsibilities

  • Guide individuals on personal finance, protection planning, and wealth strategies

  • Understand client goals and design structured financial roadmaps

  • Build long-term advisory relationships

  • Participate in continuous professional training and development

  • Work with senior consultants on real financial cases

What We Look For

  • Strong communication & people skills

  • Interest in finance, business, or personal development

  • Self-motivated and growth-oriented

  • Open to professional certification & mentorship

  • No prior finance experience required (training provided)

What We Offer

  • Structured training & mentorship program

  • Career progression pathway (Consultant → Senior → Leadership)

  • Flexible working arrangements

  • Performance-based income & incentives

  • Exposure to real financial advisory cases

About Kaptivate Llp

First seen: May 22, 2026
Last updated: June 14, 2026