Financial Consultant / Wealth Planning Associate

Your Role:
You will guide clients through wealth accumulation, retirement planning, and cash flow management while offering customized solutions such as unit trusts, ETFs, structured notes, and insurance/retirement plans. You will manage their financial portfolios and support them in achieving long-term goals.

Key Responsibilities:
• Analyze and manage client portfolios
• Advise on wealth, retirement & cash flow strategies (DPMS)
• Recommend suitable investment & protection products
• Build and maintain strong client relationships
• Conduct regular portfolio reviews
• Provide ongoing financial education and guidance

What You Can Expect:
• Full training provided - from fundamentals to advanced advisory techniques
• Work at your own pace - flexible hours and full autonomy
• Activities = results - performance-based rewards and high-earning potential
• Opportunities for career growth, specialization & leadership roles
• Supportive culture with continuous learning and mentorship

We appreciate your interest and look forward to reviewing your application. Due to high application volume, only shortlisted candidates will be contacted - thank you for your understanding!

WeCruit Pte Ltd | EA License No. 20C0270

EA Personnel: Tan Soon Hock (Steven) | Registration No. R1109889