Wealth Solution Investment Consultant
Wealth Solution Investment Consultant
Job Details
Vacancies
1 position
Experience Required
No experience required
Job Description
About the Role
Looking to move into a high-income, client-facing career with strong growth potential?We are seeking driven individuals with a sales mindset and strong people skills to join our team. No prior finance experience is required, comprehensive training and mentorship will be provided.
Key Responsibilities
• Build and grow your own client base through networking and outreach
• Understand clients’ financial goals and recommend suitable investment solutions
• Develop and maintain strong long-term client relationships
• Identify opportunities to acquire new clients across different segments
• Manage client portfolios and provide updates on market trends
• Organise and invite clients to exclusive investment events
• Stay updated on market conditions and financial products
What We’re Looking For
• Diploma or Degree in any discipline
• Strong communication and interpersonal skills
• Self-motivated, results-driven, and comfortable interacting with people
• Open to mid-career switch or entry into financial services
Why Join Us
• No experience in finance required - full training provided
• Structured career progression with fast-track opportunities
• Exposure to top fund houses and investment products
• Attractive remuneration package:
o Basic salary: $4,000 – $12,000
o Uncapped commission (high earning potential)
• Regular training and mentorship to support your growth
• Opportunity to build a strong professional network
Working Hours (Hybrid & Flexible)
• Monday to Friday, 10:00 AM - 7:00 PM (general guideline)
• Hybrid working arrangement - flexibility to plan your schedule around client
meetings and personal commitments
• Autonomy to manage your time, including off-site client appointments
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