For Employers
Wealth Management Consultant


ENGAGEHUB PRIVATE LIMITED
3 days ago
Posted date
3 days ago
N/A
Minimum level
N/A
FinanceJob category
Finance
What You'll Do
  • Develop strong client relationships and understand their financial needs
  • Provide expert advice on investments, insurance, retirement, and estate planning
  • Customize financial plans and recommend suitable financial products
  • Stay up-to-date with market trends and regulatory changes
  • Engage in professional networking and financial literacy initiatives to build trust and long-term client relationships

What You Need
  • Minimum full certificate in GCE "A" level (3 passes in H2 subjects and 2 passes in H1 subjects); or
  • Diploma awarded by a polytechnic in Singapore; or
  • International Baccalaureate Diploma qualification; or
  • Any other academic qualification which is equivalent to the qualifications set out in the above
  • All nationalities may apply, but this position is open only to individuals who do not require visa sponsorship and are eligible to work in Singapore
  • Minimum age of 21 years old (as required by regulatory standards).

What Will Help
  • Diploma/Degree in Finance, Business, Economics, or a related field
  • Relevant certifications (e.g., CMFAS Modules 5, 9, 9A, HI) preferred
  • Experience in social work, psychology, communication, marketing, education & training

Why Join Us?
  • Flexible Work Arrangements - Autonomy over your schedule with hybrid options
  • Performance-Driven Growth - Earnings are directly tied to effort and results
  • Fast-Track Career Progression - Structured mentorship, leadership tracks
  • Industry Recognition & Prestige - Be part of a team that sets industry benchmarks in financial advisory
  • Meaningful Impact - Help clients achieve financial security while building your own legacy

Who We're Looking For
  • Self-Motivated & Disciplined - You take ownership of your career and put in the effort required to succeed
  • Resilient & Adaptable - You see challenges as learning opportunities and push through setbacks
  • Integrity-Driven - You act in your clients' best interests and uphold the highest ethical standards
  • Entrepreneurial Mindset - You enjoy building something of your own, taking initiative, and seeking growth
  • Continuous Learner - You are committed to professional development and staying ahead in financial advisory
  • Critical Thinker & Problem-Solver - You analyze financial situations and develop strategic solutions for clients

No prior financial experience required! We provide structured training to help you succeed.

Career Progression & Support
  • Structured Training & Mentorship - Learn from top advisors and leaders.
  • Fast-Track Promotions - Career progression based on performance, not tenure
  • Leadership Development Tracks - Opportunities to lead teams and mentor future advisors
Related tags
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JOB SUMMARY
Wealth Management Consultant
ENGAGEHUB PRIVATE LIMITED
Singapore
3 days ago
N/A
Full-time

Wealth Management Consultant