Financial Planning & Wealth Management Consultant

Responsibilities

• Provide financial planning and wealth management advice to clients.
• Build and maintain long-term client relationships.
• Conduct financial reviews and recommend suitable solutions.
• Grow client base through networking, referrals, and outreach activities.
• Support customers with investment and protection planning needs.

Requirements

• Diploma from a local polytechnic or Degree from a recognised university.
• Strong communication and interpersonal skills.
• Self-driven and willing to learn.
• Interest in financial planning or wealth management.

Additional Information

Job Overview Our client is looking for driven and client-focused individuals who are passionate about financial planning and wealth management. In this role, you will support clients in achieving their financial goals through personalised financial solutions, wealth accumulation strategies, and protection planning. You will also have the opportunity to build meaningful long-term client relationships while developing your expertise in investments, and financial advisory services within a structured and supportive environment.

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Company Intel

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