Wealth Management Consultant

About the Role

Join us as a Salaried Wealth Advisor, where stability meets opportunity — a role designed for professionals who want to grow a long-term advisory career without the volatility of commission-only structures.

Here, you are not just closing cases. You are building financial clarity, confidence, and lasting relationships. Supported by structured training, firm-generated leads, and a collaborative culture, you’ll focus on what truly matters: helping clients make informed decisions at every stage of life.

• Provide holistic financial advice across insurance, investments, retirement, and estate planning
• Conduct meaningful fact-finding, risk profiling, and financial needs analysis to truly understand each client
• Design and present personalised financial strategies aligned to client goals and life stages
• Build long-term client relationships through regular reviews and proactive engagement
• Achieve advisory and performance targets (APE, revenue, client acquisition) with integrity and professionalism
• Participate in client events, seminars, and lead-generation initiatives supported by the firm
• Maintain strict compliance with MAS, FAA, and internal governance standards
• Collaborate with internal teams and product specialists to deliver well-rounded solutions

• Diploma or higher qualification
• Singapore Citizen
• CMFAS certifications (M5, M9, M9A, HI, M8/M8A) — or willingness to complete them during onboarding
• Experience in financial advisory, private banking, or insurance sales is an advantage

• Strong interpersonal and presentation skills — you can simplify complex financial concepts
• A client-centric mindset with accountability, drive, and professionalism

• Competitive fixed monthly salary with attractive performance-based incentives
• Structured training, coaching, and mentorship from experienced leaders
• Full sponsorship for industry certifications and continuous development
• Access to firm-generated leads, marketing support, and business development resources
• Clear career pathways into Senior Advisor, Business Development, or Leadership roles
• A collaborative, ethical, and growth-oriented environment that invests in your success

If you’re looking for stability, purpose, and long-term growth in wealth management — we’d love to meet you.

Apply now and take the next step in your advisory journey.