Wealth Consultant (investment)

We empowers 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

You will expand the client base and manage investment portfolios by delivering tailored financial solutions. This role involves conducting analyses, performing due diligence, organizing client events, and staying informed on market trends to drive business growth.

Responsibilities

Expand the client base by identifying and engaging potential clients across different wealth segments

Conduct detailed analyses to align financial solutions with clients’ investment objectives

Implement targeted client acquisition strategies to grow business opportunities

Manage client investment portfolios and provide timely updates on market movements and conditions

Build and maintain strong relationships with new and existing clients to foster business growth

Perform due diligence, research, analysis, and documentation to support investment decisions

Organize and invite clients to investment events to enhance client engagement and education

Attend monthly investment training sessions funded by the company to continuously improve financial knowledge

Monitor and stay informed of current events, industry trends, and market conditions relevant to client portfolios

Required competencies and certifications

Effective communication and interpersonal skills to engage clients and stakeholders

Ability to organize and track multiple overlapping tasks and assignments efficiently

Preferred competencies and qualifications

Local Polytechnic Diploma or Degree in any field

Entry-level candidates and mid-career switchers are welcome

Other Information

Remuneration Package & Benefits:

Fast track career progression

Training allowance provided for successful candidates

Career development training provided

Monthly investment training by top fund houses

Base salary ranges from $4,000 to $12,000 with uncapped remuneration potential