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Wealth Management Consultant

$800 - 1,200/Month
Business Development & Sales
Freelance ยท Hybrid
Minimum Diploma
Less than a year of experience

Job Requirements

Hybrid
Less than a year of experience
Minimum Diploma

Skills

Teamwork

Investment Management

Financial Consulting

Microsoft Office

Financial Analysis

Financial Management

Financial Planning

Corporate Finance

Accounting

Budget Management

Job Benefits

Mentorship

Training/Certification

Flexible Hours

Sales Commission

This job post is managed by

OG
Orion Group

Job description for Wealth Management Consultant at Orion Group

Are you a fresh graduate or undergraduate looking to kickstart a career with real growth potential, autonomy, and purpose? Orion Group is looking for driven, ethical, and people-oriented individuals to join our team as Wealth Management Consultants.

As a Wealth Management Consultant, you'll help individuals and businesses plan for their future through personal insurance, business insurance, and wealth accumulation solutions โ€” building long-term relationships and making a genuine difference in your clients' lives.

What You'll Do

  • Engage and build relationships with individuals and business owners to understand their financial goals and needs
  • Provide tailored advice on protection, wealth accumulation, and business insurance solutions
  • Grow and manage your own client portfolio over time
  • Participate in ongoing training, mentorship, and professional development
  • Work towards professional certifications and licensing requirements


Who We're Looking For

  • Singapore Citizen or Permanent Resident
  • Age 21 and above
  • Fresh graduates or undergraduates welcome โ€” no prior experience necessary!
  • Strong communication and interpersonal skills
  • A growth mindset and willingness to work hard towards long-term goals

What You'll Get

  • Flexible Working Hours !
  • Structured induction and apprenticeship training with hands-on mentorship
  • A vibrant and supportive team culture
About the company
Orion Group
Financial Services
11 - 50 employees

Orion Group is a group of financial representatives in Singapore representing Great Eastern Financial Advisers Private Limited (GEFA), a wholly-owned subsidiary of Great Eastern Holdings Limited and a member of the OCBC Group. GEFA is licensed under the Financial Advisers Act to provide financial advisory services.

Orion Group has grown into one of the most established insurance agencies in Singapore โ€” with over 35 years of industry experience, 85 dedicated agents, and a strong track record of MDRT, Court of the Table, and Top of the Table producers.

Office address

#05-01 ยท 49 Beach Road, Singapore 189685, Downtown Core, Central, Singapore, Singapore

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Wealth Management Consultant