Wealth Consultant
3000 - 6000 SGDELITE LEGACY PTE. LTD.
Job Summary
As a Wealth Building Consultant, you will prospect and close deals through cold calls, referrals, and networking. You will build your personal brand via social media and seminars, making recommendations & grow a loyal client base to scale your business independently.
Responsibilities
- Prospect and close deals using cold calls, referrals, and networking to generate new business opportunities
- Build and promote your personal brand through social media platforms and seminars to attract and engage clients
- Recommend financial solutions tailored to clients’ specific goals
- Develop and maintain a loyal client base and referral pipeline to ensure sustainable business growth
- Manage client relationships and business operations with an entrepreneurial mindset to scale your book of business
Preferred competencies and qualifications
- Demonstrate relentless hustle and competitive drive to achieve sales targets and business growth
- Exhibit strong communication and closing skills to effectively engage clients and finalize sales
Other Information
Why Join Us?
- Uncapped commission + bonuses + residual income
- World-class training & mentorship from top producers
- Fast-track to leadership & ownership opportunities
- Culture built for winners
3000 - 5000 SGD
Relationships: Foster strong Client relationships, understanding their needs. Marketing and providing personal and corporate financial services and solutions Drum up new business contacts and prospecting activities to develop new accounts Meet and Exceed Sales targets...3000 - 12000 SGD
We are seeking ambitious, people-oriented individuals with a strong sales mindset to join our team. Comprehensive training, mentorship, and structured onboarding will be provided. What You’ll Do Build and grow your own client portfolio through networking, referrals,...4000 - 8000 SGD
...Key Responsibilities Provide Personalized Financial Advice: Help clients achieve their financial goals through tailored advice on wealth accumulation, protection, retirement, investment, and legacy planning. Develop Investment Strategies: Advise on a wide range of solutions...5000 - 12000 SGD
...training, coaching, and mentorship programmes for professional development. Requirements: - Strong interest in financial services, wealth management, and financial solutions. - Strong communication and interpersonal skills. - Confident in a client-facing environment....4000 - 7000 SGD
...What You’ll Be Doing Engage customers mainly through tele-consulting, along with in-person and virtual interactions to existing customers... ...for you if you: Are curious about financial planning or wealth management. Enjoy speaking with people and building rapport over...3000 - 8000 SGD
...territories. Join a trusted global brand and build a rewarding career in wealth and financial planning. What You'll Do: • Meet with clients... ...✔ Professionals from banking, sales, relationship management, consulting, customer service, or related backgrounds ✔ Strong...4000 - 12000 SGD
...take control of their financial future through expert, innovative, and personalised wealth strategies. We provide structured training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients’ wealth management needs. Job Summary...4000 - 12000 SGD
...We are building a new generation of wealth solutions consultants who want to develop real advisory skills and grow into trusted professionals serving clients across Singapore. Whether you are starting out or making a career switch, this is a structured pathway into wealth advisory...4000 - 6000 SGD
...Company Overview Fort Financial is an agency unit representing HSBC Group Pte Ltd. We deliver value-added Wealth Services Solutions, Wealth Management, and Consultancy, ensuring clients receive diligent, integrity-driven advice for their financial future. Job Summary...2000 - 8000 SGD
...Us We are a fast-growing financial advisory team under Alpha Wealth Financial Advisers PTE LTD in Singapore, committed to helping individuals... ...to join us. Your Responsibilities As a Financial Consultant, you will: • Conduct comprehensive financial needs analysis...3000 - 8000 SGD
...Join us as a Wealth Management Consultant and gain an early advantage in the finance industry while progressing towards future managerial roles. Build a meaningful career where you can make a real difference. No prior experience is required, as we provide the necessary training...4000 - 12000 SGD
...individuals to control their financial future through expert, innovative, and personalized wealth strategies. We provide structured training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients’ wealth management needs. Job Summary...5000 - 12000 SGD
...concurrently carry several roles with other Financial Advisories and Wealth Management (FA) firms with more Junior and Senior variants.... ...Professionals) Overview We are hiring Financial Advisors (FAs) to consult and meet customers' various needs with a comprehensive range of...3000 - 8000 SGD
...Advise clients on wealth management and growth strategies: - Provide expert advice on investment opportunities and risk management - Help clients achieve their financial goals, such as retirement planning or wealth transfer - Offer guidance on tax-efficient investment...4000 - 6000 SGD
...Wealth Solutions Consultant (Training Provided) | Client-Facing Role About the Role HSBC Life is growing our wealth advisory team and we’re inviting motivated individuals (fresh grads / career switchers) to join our structured Management Trainee pathway. You’ll receive...5000 - 8000 SGD
...average approximate based on past teammates’ earnings. Overview This role offers an opportunity to build a career as a Wealth Management Consultant, focusing on investment and financial planning solutions. You will work directly with clients to help them achieve their...14333 - 19792 SGD
...Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry...5000 - 8000 SGD
...Reg No: R25157456) on WhatsApp +65 80863812 or email ****@*****.*** Overview This role is for a Wealth Management Consultant (Investment), focused on helping clients achieve their financial goals through investment and insurance solutions. The position...5000 - 7000 SGD
...maintain long-term relationships with new and existing clients. Understand clients' financial goals and provide suitable insurance and wealth planning solutions. Conduct financial needs analysis and recommend appropriate protection, savings, investment, and retirement...5000 - 30000 SGD
...Grow with Singapore. Connect with Greater China. Build a Global Wealth Management Career. Are you looking for a meaningful career with... ...centres. Key Responsibilities As a Financial Planning Consultant, you will: Conduct comprehensive financial needs analysis for...4000 - 6000 SGD
...Job Summary You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular...4000 - 5500 SGD
...Responsibilities Engage existing customers primarily through tele-consulting , as well as through in-person and virtual interactions.... ...you: Have an interest in financial planning, investments or wealth management . Enjoy speaking with people and building rapport...3000 - 10000 SGD
...Allowance About the Role We are seeking a proactive Financial Consultant/ Manager to drive advisory solutions across both corporate (B2B)... ...strategies covering General Insurance and comprehensive Wealth Management Planning. Key Responsibilities B2B Advisory: Advise...4000 - 5500 SGD
...decisions, this opportunity may be suitable for you. As part of our Wealth Management team, you will work in an office-based environment and primarily connect with customers through tele-consulting. You will support customers across different stages of their financial journey...3900 - 5500 SGD
...Looking to Take Your Wealth Advisory Career to the Next Level? Are you passionate about helping clients grow and protect their wealth... ...opportunity you've been waiting for. We're Hiring: Wealth Planning Consultant (Banking) Why You'll Love This Opportunity: ✅ Competitive...4000 - 8000 SGD
...relationships with clients and partners by understanding their financial goals and providing suitable advisory recommendations. Offer wealth planning and life insurance solutions tailored to the needs of high-net-worth and ultra-high-net-worth individuals. Perform...- ...all in, are you? Join EY and shape your future with confidence. About the opportunity EY’s Technology Consulting professionals bring a wealth of experience in working with major financial institutions to align their operating model and infrastructure to their...
4000 - 4400 SGD
...customers by understanding their financial goals and needs Proactively engage customers and identify opportunities to introduce suitable wealth solutions Recommend the Bank’s range of wealth management products and services based on customers’ needs Generate new business...- ...will own and contribute to defined workstreams across a range of Wealth and Private Banking engagements, with a focus on client... ...knowledge, and contributing to effective team delivery. # Developing consulting, Wealth Management, and Private Banking capabilities through training...
3200 - 4200 SGD
...an award-winning environment. What You Do As a Personal Wealth Manager, you will be based at one of OCBC’s Island‑wide branches... ...products and services approved by the Bank from time to time ~ In consultation with Branch Manager, developing monthly action plans to achieve...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Consultant. Be the first to apply!
