Wealth Adviser

STAR CAREER CONSULTING PTE. LTD.

Singapore, Singapore
Base: $3,000 – $12,000 monthly; bonus/equity: unca...
Holistic financial planning
Client relationship management
Portfolio optimization using ai tools
The role involves conducting comprehensive needs-based analysis for clients covering wealth protection, accumulation, and legacy planning

Job Summary

  • The role involves conducting comprehensive needs-based analysis for clients covering wealth protection, accumulation, and legacy planning.
  • Employees receive a competitive monthly allowance ranging from $3,000 to $12,000 plus uncapped commissions and performance bonuses.
  • A structured 24-month trainee program is provided along with fully funded Continuing Professional Development hours.

Matching Summary

Match Score: 85

The role involves conducting comprehensive needs-based analysis for clients covering wealth protection, accumulation, and legacy planning.

Salary

Base: $3,000 – $12,000 monthly; Bonus/Equity: Uncapped commissions + Quarterly and Annual Performance Bonuses; Benefits: Fully paid incentive trips + Premium CRM access

Skills & Requirements

Must-have

  • Holistic financial planning
  • Client relationship management
  • Portfolio optimization using AI tools

Nice-to-have

  • High-energy individual
  • Legacy building mindset
  • Autonomous schedule management

Key Requirements

  • Minimum 30 CPD hours annually
  • Active financial license
  • Estate Planning or HNW certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter