Wealth Management Consultant
Wealth Management Consultant
Job Details
Vacancies
1 position
Experience Required
No experience required
Job Description
We are building a next-generation financial advisory platform focused on helping individuals and families make smarter, long-term financial decisions.
This role is ideal for driven, people-focused individuals who enjoy strategic thinking, personal development, and meaningful client work — without the pressure of traditional sales environments.
Key Responsibilities
Guide individuals on personal finance, protection planning, and wealth strategies
Understand client goals and design structured financial roadmaps
Build long-term advisory relationships
Participate in continuous professional training and development
Work with senior consultants on real financial cases
What We Look For
Strong communication & people skills
Interest in finance, business, or personal development
Self-motivated and growth-oriented
Open to professional certification & mentorship
No prior finance experience required (training provided)
What We Offer
Structured training & mentorship program
Career progression pathway (Consultant → Senior → Leadership)
Flexible working arrangements
Performance-based income & incentives
Exposure to real financial advisory cases
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Response Reality Check
KAPTIVATE LLP
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