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Wealth Management Consultant

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 11, 2026