Company Confidential

Wealth Strategist (Entry level)

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Job Description

Job Description:

  • Build and maintain clientele database
  • Establish Clients’ financial objectives through Fact Find
  • Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives
  • Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
Your profile
  • 21 years old and above, as per MAS regulatory requirement
  • Minimum Diploma or Degree graduate in any field.
  • Required language(s): English, Mandarin (in order to establish and maintain a long-term relationship with English and Mandarin speaking clients through periodic follow-up and reviews.)
  • No work experience required.
To succeed, you’ll need the right combination of personal attributes:
  • Drive.
  • Ambition
  • Accountability
  • Confidence
In this role, You will
Help Clients Achieve Their Goals – You can help clients achieve their financial goals and help them make a difference in their lives.

Make a Difference While Accomplishing Work-Life Balance – As a Financial Advisor you may have the opportunity to control your work schedule and the flexibility to achieve work-life balance as you manage your own business.

Play Your Part – Listen to your clients and work with them to develop portfolios reflective of what’s most important to them.

Build a Personally and Financially Rewarding Career – You have the potential to grow your business, assist you client with their financial and investment needs and meet your personal financial goals.

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Job Summary

Entry level Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree
Company Confidential


Career networking for banking and finance. Investment bankers to share job opportunities. Working to make the world more resillent by anticipating and manages risk - from natural catastrophes to climate change,from ageing populations to cybercrime. The aim of our company is to enable society to thrive and progress, creating new opportunities and solutions for our clients.

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