Wealth Management Consultant

KAPTIVATE LLP

Singapore, Singapore
Performance-based income; incentives available; no...
Flexible working arrangements
Strong communication and people skills
Interest in finance and business
Self-motivated and growth-oriented
KAPTIVATE LLP is seeking a Wealth Management Consultant to join their innovative financial advisory platform in Singapore. The role emphasizes personal client relationships and strategic financial planning, with a focus on professional development and mentorship

Job Summary

  • The role focuses on guiding individuals and families toward smarter, long-term financial decisions without traditional sales pressure.
  • Candidates will design structured financial roadmaps covering personal finance, protection planning, and wealth strategies.
  • The company offers a structured training program with mentorship and a clear career progression pathway from Consultant to Leadership.

Matching Summary

Match Score: 85

KAPTIVATE LLP is seeking a Wealth Management Consultant to join their innovative financial advisory platform in Singapore. The role emphasizes personal client relationships and strategic financial planning, with a focus on professional development and mentorship.

Salary

Performance-based income; Incentives available; Not specified

Skills & Requirements

Must-have

  • Strong communication and people skills
  • Interest in finance and business
  • Self-motivated and growth-oriented

Nice-to-have

  • Open to professional certification
  • Enjoy strategic thinking
  • Passion for personal development

Key Requirements

  • No prior finance experience required
  • Open to professional certification and mentorship

Work Rights

Not specified

Tailored Resume

Cover Letter