Wealth Management Consultant

IHARVEST WEALTH MANAGEMENT PTE. LTD.

Singapore, Singapore
Competitive fixed monthly salary; performance-base...
Not specified (assumed to be hybrid/onsite based on industry norms).
Holistic financial advice delivery
Client fact-finding and risk profiling
Mas and faa compliance adherence
IHARVEST WEALTH MANAGEMENT PTE. LTD. is seeking a Wealth Management Consultant to build long-term advisory careers focused on trust and client relationships. The role emphasizes holistic financial advice and offers a stable environment with structured training and firm-generated leads

Job Summary

  • This role offers a stable career path built on trust rather than commission-only volatility.
  • Candidates will receive structured training, coaching, and full sponsorship for industry certifications.
  • The position includes access to firm-generated leads and clear pathways to senior leadership roles.

Matching Summary

Match Score: 85

IHARVEST WEALTH MANAGEMENT PTE. LTD. is seeking a Wealth Management Consultant to build long-term advisory careers focused on trust and client relationships. The role emphasizes holistic financial advice and offers a stable environment with structured training and firm-generated leads.

Salary

Competitive fixed monthly salary; Performance-based incentives available; Full certification sponsorship provided

Skills & Requirements

Must-have

  • Holistic financial advice delivery
  • Client fact-finding and risk profiling
  • MAS and FAA compliance adherence
  • Firm-generated lead utilization
  • Financial needs analysis execution

Nice-to-have

  • Strong interpersonal communication skills
  • Ability to simplify complex concepts
  • Client-centric mindset and accountability
  • Experience in private banking or insurance
  • Motivated fresh graduate with drive

Key Requirements

  • Singapore Citizen status required
  • Diploma or higher qualification
  • CMFAS certifications (M5, M9, M9A, HI, M8/M8A)
  • Willingness to complete certifications during onboarding

Work Rights

Must be Singapore Citizen

Tailored Resume

Cover Letter