Full Time Wealth Planning Consultant Jobs, Salary up to SGD 6,000 in MyCareersFuture - Maukerja

Support clients in working towards their financial goals through personalised wealth planning and ongoing relationship management.

This role offers structured training, mentorship, and practical exposure to client-facing financial advisory work. You will develop experience in understanding client priorities, conducting financial reviews, and providing continued support as their circumstances change.

Fresh graduates are welcome to apply.

We Provide:

Structured preparation for 4 basic certifications and required financial advisory qualifications
Coaching from experienced managers and industry professionals
Opportunities to join client planning and business development discussions
Joint-fieldwork sessions to build practical experience
Career development supported by ongoing mentorship
Collaborative working environment with emphasis on work-life balance

Key Responsibilities:

Establish and maintain relationships with clients
Understand clients’ financial objectives and planning priorities
Assist with wealth accumulation and financial protection planning
Conduct regular financial reviews and client follow-ups
Provide ongoing support and maintain long-term client relationships

Requirements:

Local Diploma, A’ Levels, or Degree in any discipline
Strong interpersonal and communication skills
Motivated and willing to learn
Interested in developing professionally within the financial services industry