Financial Consultant – Wealth & Investment Advisory - Toa Payoh

apartmentProfessional Investment Advisory Services placeToa Payoh scheduleFull-time calendar_month 

Join Us as a Wealth Management Consultant – Build Your Future While Guiding Others to Theirs

Are you looking to grow a meaningful career in wealth advisory, backed by a trusted brand and supportive team culture?

We’re looking for passionate individuals who are driven to help clients achieve financial clarity, security, and growth. Whether you’re a mid-career professional ready for a career switch or someone with prior experience in finance, banking, or sales.We welcome your ambition!

  • What You’ll Do:
  • Provide strategic financial and investment advice to clients based on their goals and risk appetite.
  • Build and manage a portfolio of clients, guiding them across areas like wealth accumulation, protection, and retirement planning.
  • Keep clients updated on market trends, insurance and investment products.
  • Stay MAS-compliant and continuously upgrade your industry knowledge.

✅ What You Bring:

  • Singaporean citizens, age 21 and above (MAS requirement).
  • Background in finance, banking, insurance, or corporate sales is a plus.
  • MAS certification (CMFAS M5, M9, M9A, HI, and/or others) OR willingness to be sponsored for certification.
  • People-oriented mindset, strong communication skills, and a hunger to succeed.
  • What You’ll Get:
  • Monthly allowance + uncapped commissions + incentives
  • Structured training and mentorship (ideal for mid-career switchers!)
  • Flexible working hours and autonomy to grow your business.
  • Strong support in marketing, client leads, and digital tools.
  • A dynamic and collaborative team culture that celebrates success.

Build your legacy in wealth management. Apply today and let’s shape your career, together.

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