Finance Wealth Manager

About the role

You'll work with clients to understand their financial goals and design personalized wealth, investment, and protection strategies — while building a long-term career in financial advisory with strong earning potential and mentorship support.

Key responsibilities

• Build and maintain strong relationships with clients
• Conduct financial needs analysis and recommend suitable wealth/insurance solutions
• Grow and manage your own portfolio of clients (AUM)
• Provide ongoing financial reviews and after-sales service
• Stay updated on market trends, products, and financial planning strategies

About you

• Diploma/Degree in any discipline (Finance, Economics, or Business preferred but not required)
• Strong communication and interpersonal skills
• Self-motivated with an entrepreneurial mindset
• No prior experience necessary — full training provided

Benefits

• Uncapped commission-based income
• Structured training & mentorship from top-performing advisors
• Clear career progression pathway
• Flexible working arrangements
• Opportunity to earn industry recognitions (e.g., Million Dollar Round Table)