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Open nowPosted 8 days ago

Dual-License Wealth Managers

MyCareersFuture94,028 open roles

Pay
SGD 6,000 – SGD 12,000 a month
Where
Singapore
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Your applicationOpen nowDual-License Wealth ManagersMyCareersFuture · Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MyCareersFuture's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 8 days ago

The posting

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80863812

or email

[email protected]

Overview

This role is for a Wealth Management Consultant focused on helping clients grow and protect their wealth through tailored financial strategies. You will provide advisory services across investments, insurance, and retirement planning, supporting clients in achieving long-term financial goals.

The position suits individuals with an entrepreneurial mindset who are looking to build a client base while delivering comprehensive wealth management solutions.

Key Responsibilities

  • Provide tailored wealth management solutions to support asset growth and protection
  • Recommend a wide range of financial products, including investments, insurance, and retirement solutions
  • Advise clients on investment strategies to achieve long-term financial objectives
  • Build and maintain strong client relationships through consistent engagement and service
  • Develop and present risk management and protection strategies to safeguard client wealth

Requirements

  • Strong communication and interpersonal skills
  • Ability to adapt in a fast-paced environment and willingness to learn
  • Minimum of A Levels, Local or IB Diploma
  • CMFAS certificates or relevant financial qualifications are advantageous

Work Environment & Benefits

  • Flexible working arrangements, including work-from-home options
  • Ability to manage your own schedule
  • Supportive and collaborative team environment
  • Access to mentorship, tools, and industry resources
  • Opportunity to be dual-licensed to provide both investment and insurance solutions

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

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  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on MyCareersFuture's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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  5. Reply with AI

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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Why it works

3×

more interviews than doing it yourself with ChatGPT.

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  • How it was written, and how the review scored it
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  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

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