KL

Personal Wealth Manager

Kaptivate Llp

D03 Queenstown, Bukit Merah, Tiong BahruFull TimeS$8,000 – S$12,000/mo

Posted 8 Jul 2026

About this role

Personal Wealth Manager Shape Financial Futures. Build a Rewarding Career. Are you an ambitious individual who enjoys building meaningful relationships and making a real difference in people's lives? We are looking for driven and motivated individuals to join our growing team as Personal Wealth Managers . Whether you are an experienced financial consultant or someone looking to embark on a rewarding career in wealth advisory, we provide structured training, mentorship, and career development to help you succeed. In this role, you will partner with individuals and families to understand their financial aspirations, provide holistic wealth planning solutions, and help them make informed financial decisions at every stage of life. If you thrive in a people-centric environment, enjoy continuous learning, and are motivated by personal growth and professional excellence, we'd love to hear from you. Key Responsibilities Build and nurture long-term relationships with clients based on trust and professionalism. Conduct comprehensive financial reviews to understand clients' financial goals and priorities. Develop customised wealth management and financial planning strategies tailored to clients' needs. Provide guidance on wealth accumulation, protection, retirement, education, and legacy planning. Monitor clients' financial plans regularly and recommend appropriate adjustments as their circumstances evolve. Stay updated on financial markets, industry trends, and regulatory developments. Expand your professional network through referrals, networking events, and business development activities. Deliver exceptional client service while maintaining the highest standards of ethics and compliance. What We're Looking For We are seeking individuals who are: Self-motivated with a strong desire to succeed. Excellent communicators who enjoy meeting and helping people. Positive, resilient, and able to thrive in a performance-driven environment. Committed to continuous learning and professional development. Passionate about creating meaningful financial outcomes for clients. Able to work independently while contributing effectively within a collaborative team. Fresh graduates, career switchers, and experienced professionals with client-facing or relationship management experience are encouraged to apply. Qualifications Diploma or Degree in any discipline. Prior experience in sales, relationship management, banking, insurance, real estate, hospitality, or customer service is an advantage but not essential. Strong interpersonal and communication skills. Singapore Citizens or Permanent Residents are preferred. What We Offer Comprehensive onboarding programme and structured mentorship. Professional training and continuous learning opportunities. Clear career progression pathways into leadership and management roles. Flexible work arrangements that support work-life integration. Collaborative, supportive, and high-performance team culture. Performance-based remuneration with attractive incentive opportunities. Opportunities to develop your personal brand and professional network. Why Join Us? We believe that success is built through continuous growth, meaningful relationships, and a genuine commitment to helping clients achieve financial confidence. You'll be joining a supportive team that invests in your professional development while empowering you to build a fulfilling career with purpose and long-term potential. If you're driven, people-oriented, and ready to challenge yourself, we'd love to connect with you. Apply today and begin your journey towards becoming a trusted Personal Wealth Manager.

What they're looking for

Market WatchNetworking EventsInterpersonal SkillsMaintain Discipline

About Kaptivate Llp

Industry: Administrative & support services

Frequently asked questions

What does a Personal Wealth Manager at Kaptivate Llp do?

Personal Wealth Manager Shape Financial Futures. Build a Rewarding Career. Are you an ambitious individual who enjoys building meaningful relationships and making a real difference in people's lives? We are looking for driven and motivated individuals to join our growing team as Personal Wealth Mana…

What skills does this Personal Wealth Manager role need?

Key skills for this role include Market Watch, Networking Events, Interpersonal Skills, Maintain Discipline.

How much does a Personal Wealth Manager at Kaptivate Llp pay?

This role lists a salary of S$8,000 – S$12,000 per month.

Is this Personal Wealth Manager role remote, hybrid, or on-site?

The listing is based in D03 Queenstown, Bukit Merah, Tiong Bahru. Check the posting for remote or hybrid options.

How do I apply for this Personal Wealth Manager role?

You can apply directly on Kaptivate Llp's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.