Wealth Adviser

Responsibilities

• Holistic Planning: Conduct comprehensive needs-based analysis for clients, covering wealth protection, wealth accumulation, and legacy planning.
• Portfolio Optimization: Utilize AI-assisted tools to review and rebalance client investment portfolios.
• Client Relationship Management: Build and maintain long-term relationships through regular financial reviews and life-stage planning.
• Compensation & "Work-Play" Incentives
• Attractive Remuneration: Competitive monthly allowance ($3,000 - $12,000) + Uncapped Commissions + Quarterly Performance Bonuses + Annual Performance Bonuses.
• International Conventions: Qualify for Multiple fully paid incentive trips, you can also qualify for multiple tickets + Bonus spending credits for the same trip.
• Premier Club Awards: Recognition through industry-wide accolades (MDRT, COT, TOT) with full company sponsorship for registration and events.
• Full Digital Toolkit: Provided iPad, premium CRM access, and marketing support to enable remote productivity.
• Continuous Learning & Training
• Structured Onboarding: A 24-month trainee program for new joiners, covering technical knowledge and soft skills.
• CPD Support: We fully fund and organize your Continuing Professional Development (CPD) hours (minimum 30 hours annually) to keep your license active.
• Specialization Tracks: Access to advanced certifications in Estate Planning, Retirement Specialty, or High-Net-Worth (HNW) Advisory.
• 1-on-1 Mentorship: Personal coaching to help you fast-track your path to Management.
• We respect your privacy and all communication will be treated with confidentiality.
• Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin@starcareerconsulting.com
• Kelvin (Reg. No. R1872625)
• STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)

Additional Information

Job Title: Financial Adviser / Wealth Management Consultant Location: Singapore (Central / Hybrid) Work Arrangement: Hybrid (3 days WFH / 2 days Office & Client Engagement) Role Overview Join a forward-thinking advisory firm where we believe in "working hard and exploring further." We are looking for high-energy individuals to join us as Financial Advisers. This role is not just about sales; it's about providing holistic financial clarity to clients while building a legacy for yourself. With our Hybrid Work Model , you gain the autonomy to manage your schedule while being backed by world-class infrastructure and mentorship.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at STAR CAREER CONSULTING PTE. LTD.? Share your experience