Wealth Solutions Consultant/ Financial Services Consultant
Full-time (Others)
0-5 applicants
Role Overview
We are seeking driven, relationship-focused individuals to join our team as Wealth Solutions Consultant (Financial Services Consultant). In this role, you will bridge the gap between financial strategies and real-world human impact. Backed by direct mentorship from our founder—who has developed over 100 industry leaders—you will be equipped with a proven framework to help families in Singapore navigate life's biggest financial decisions, protect their wealth, and build lasting legacies.
Responsibilities
Client Financial Advisory: Conduct comprehensive financial needs analyses for individuals and families to design tailored wealth protection, retirement, and legacy planning solutions.
Relationship Management: Build and maintain deep, trust-based relationships with clients, acting as a long-term strategic guide through their major life milestones.
Portfolio Consultation: Educate clients on wealth management structures, asset preservation, and sustainable financial strategies.
Business Development: Proactively identify and engage prospective clients through ethical networking, educational conversations, and strategic outreach.
Continuous Growth: Active participation in our comprehensive agency training, mentorship programs, and ongoing professional development sessions.
Requirements
Educational Background: Full certificate requirements met for local financial advisory regulations (minimum of a full GCE 'A' Level certificate, International Baccalaureate diploma, or a Polytechnic Diploma awarded by a board/institution in Singapore).
Core Competencies: Clear, consultative communication skills with the ability to translate complex financial concepts into simple, human-centric advice.
Professional Mindset: High emotional intelligence, strict ethical standards, and an entrepreneurial spirit that values self-discipline and accountability.
Growth Orientation: A strong commitment to lifelong learning, coachability, and a desire to be mentored into a leadership position.
Regulatory Prerequisites: Successful completion of CMFAS licensing exams (M5, M9, M9A, HI). Prior experience in financial sales or corporate consulting is an advantage but not mandatory, as structured direct coaching is fully provided.
Our selection process is designed to be transparent, efficient, and focused on mutual alignment:
Stage 1: Introductory Interview (Virtual)
A casual 30- to 45-minute discussion via Zoom to understand your career aspirations, background, and alignment with our team's values.Stage 2: In-Depth Interview (In-Person)
Shortlisted candidates will be invited to our office at The Concourse for a face-to-face meeting. We will dive deeper into the role, our training framework, and your long-term career growth plan.
About the company
Financial planning is ultimately about people, not policies.
For over three decades, I have helped families in Singapore navigate life's biggest financial decisions—protecting what they have built, preparing for retirement, and creating a legacy that lasts for generations.
Beyond serving clients, my passion lies in building people. Throughout my career, I have mentored more than 100 financial advisers, helping many transition into highly successful professionals and agency leaders through dedicated coaching, strict integrity, and continuous learning.
Why Join AYO Advisory?
As the founder and leader of AYO Advisory, my mission is to build a high-caliber, close-knit team of quality advisers. We look for individuals who want to:
Put Clients First: Deliver genuine, ethical value in every interaction.
Embrace Lifelong Learning: Commit to constant personal and professional growth.
Create Meaningful Impact: Turn daily conversations into long-term financial security for families.
As a regular speaker on wealth management, retirement planning, legacy building, and career leadership, I am committed to investing my 30+ years of industry experience directly into your career development.
Our Purpose: Help people make better financial decisions today, so they can live with greater confidence tomorrow.
Our Core Pillars: Protect Families. Develop People. Build Legacies.