Wealth Planning Consultant

Support clients in working towards their financial goals through personalised wealth planning and ongoing relationship management.

This role offers structured training, mentorship, and practical exposure to client-facing financial advisory work. You will develop experience in understanding client priorities, conducting financial reviews, and providing continued support as their circumstances change.

Fresh graduates are welcome to apply.

• Structured preparation for 4 basic certifications and required financial advisory qualifications
• Coaching from experienced managers and industry professionals
• Opportunities to join client planning and business development discussions
• Joint-fieldwork sessions to build practical experience
• Career development supported by ongoing mentorship
• Collaborative working environment with emphasis on work-life balance

• Establish and maintain relationships with clients
• Understand clients' financial objectives and planning priorities
• Assist with wealth accumulation and financial protection planning
• Conduct regular financial reviews and client follow-ups
• Provide ongoing support and maintain long-term client relationships

• Local Diploma, A' Levels, or Degree in any discipline
• Strong interpersonal and communication skills
• Motivated and willing to learn
• Interested in developing professionally within the financial services industry