Executive Wealth Consultant

PLACEMENT PROFESSIONALS

Singapore, Singapore
Salaried with performance-based incentives; commis...
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Tailored financial advice delivery
Structured needs analysis execution
Client relationship building and nurturing
** PLACEMENT PROFESSIONALS is seeking an Executive Wealth Consultant to join their advisory team in Singapore. The role involves providing tailored financial advice, developing client relationships, and optimizing clients' financial well-being, with options for a salaried or commission-based structure. **

Job Summary

  • The role involves guiding clients to optimize their finances and secure long-term financial well-being through tailored advice.
  • Candidates will develop comprehensive financial plans covering protection, investment, and wealth planning strategies.
  • The position offers two tracks: a salaried advisory role with incentives or a commission-based entrepreneurial path.

Matching Summary

Match Score: 75

** PLACEMENT PROFESSIONALS is seeking an Executive Wealth Consultant to join their advisory team in Singapore. The role involves providing tailored financial advice, developing client relationships, and optimizing clients' financial well-being, with options for a salaried or commission-based structure. **

Salary

Salaried with performance-based incentives; Commission-based option available; Not specified

Skills & Requirements

Must-have

  • Tailored financial advice delivery
  • Structured needs analysis execution
  • Client relationship building and nurturing

Nice-to-have

  • Strong analytical skills for portfolios
  • Comfortable with sales planning
  • Collaborative team environment contribution

Key Requirements

  • Degree in Finance, Business, or Economics
  • Relevant CMFAS certifications required or ability to pass
  • Prior experience in financial advisory preferred

Work Rights

Not specified

Tailored Resume

Cover Letter