Wealth Management Consultant

CO WEALTH ADVISORY GROUP PTE. LTD.Singaporemycareersfuturepublished 10/05/2026

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.