Wealth Management Associate

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

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I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.

(Entry-Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates' earnings.

Overview

This Wealth Management Associate role offers a structured pathway into financial advisory, with direct mentorship from an experienced industry practitioner. You will be trained to build and manage your own client portfolio while developing the skills required to serve both mass-market and high-net-worth clients.

The position is suited for individuals who want to accelerate their career progression in financial services and work towards recognised industry benchmarks.

Key Responsibilities

Develop and manage your own portfolio of clients

Provide financial advice across areas such as protection, investment, and wealth planning

Build new business through prospecting, networking, and referrals

Maintain ongoing client relationships and provide regular reviews

Apply structured sales and advisory frameworks provided through training and mentorship

Requirements

A diploma or degree qualification

Strong ambition and a willingness to build a long-term career in financial advisory

A self-driven mindset with the ability to work independently

Training & Development

Structured training programme designed to accelerate progression towards industry recognition (e.g. MDRT)

Ongoing mentorship until you are able to independently manage your own portfolio

Exposure to both retail and high-net-worth client segments

Compensation & Benefits

Commission-based income structure (up to 80%) with additional allowances and bonuses

Flexible working hours with no fixed schedule

Sponsorship for licensing and professional certifications

Performance-driven environment with peer support

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