Co Wealth Advisory Group Pte. Ltd. · MyCareersFuture · 3d
Wealth Management Consultant
Singapore, Central- Posted
- 2026-10-05 (3d)
- Place
- Singapore, Central
- Commitment
- Full Time
- Salary
- SGD 8,000 – 10,000 / month
- Experience
- No experience
- Education
- Diploma
- Department
- Banking and Finance
- Source
- MyCareersFuture (the employer’s own listing)
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Skills in this posting
Wealth Management
Wealth Management Associate
Build Relationships. Create Financial Solutions. Grow Your Career.
Looking to begin your career in wealth management and financial services ?
We are looking for motivated and people-oriented individuals to join our team as a Wealth Management Associate . You’ll gain practical exposure to financial planning, wealth solutions, and client relationship management while developing the skills needed to grow within the industry.
Fresh graduates are welcome — structured training and mentorship will be provided.
What You’ll Do
• Engage with clients to understand their financial goals and priorities
• Support financial needs analysis and wealth-planning discussions
• Introduce suitable financial and wealth-management solutions
• Build and maintain strong, long-term client relationships
• Assist with client reviews, follow-ups, and documentation
• Develop new client relationships through business development activities
• Stay updated on financial products, market developments, and industry trends
• Participate in structured training and professional development
• Work closely with experienced team members and mentors
Who Should Apply?
• Diploma or Degree holders
• Fresh graduates and entry-level candidates are welcome
• Strong communication and interpersonal skills
• Confident and comfortable meeting new people
• Interested in wealth management, financial planning, investments, or finance
• Motivated, proactive, and eager to learn
• Goal-oriented with a positive attitude
• Strong relationship-building skills
• Able to work independently and as part of a team
• No prior financial services experience required — training will be provided
Why Join Us?
• Structured Training – Build your financial and industry knowledge
• Mentorship – Learn alongside experienced professionals
• Career Development – Opportunities to progress as your capabilities grow
• Industry Exposure – Gain hands-on experience in wealth and financial solutions
• Professional Growth – Develop client management, communication, business development, and financial-planning skills
• Dynamic Environment – Join a driven and supportive team
Build a Career That Grows With You
If you’re ambitious, enjoy working with people, and want to develop your expertise in wealth management and financial services , this could be the opportunity for you.
Apply today and take the first step towards building your career in wealth management.
Co Wealth Advisory Group Pte. Ltd.
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