Financial Services Consultant

Roles & Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

jiawei@placement.com.sg

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

As a Financial Services Consultant, you will have the opportunity to help individuals and businesses make informed financial decisions while developing valuable expertise in financial planning and client advisory.

This role provides a platform for you to grow your career, expand your professional network, and build lasting relationships while creating meaningful impact for clients.

Job Description:

• Assess clients’ financial goals and protection needs to provide suitable financial advice and solutions.
• Guide clients with personalised recommendations on wealth growth strategies, investment planning, and legacy preparation.
• Develop and provide financial solutions tailored to meet the needs of corporate clients and business owners.
• Deliver exceptional service and maintain a professional approach when engaging with clients.
• Build, strengthen, and maintain long-term relationships with clients through trust and effective communication.

Job Requirements

• Sales/marketing experience will be an advantage
• Strong communication and interpersonal skills with the ability to build rapport with clients
• Self-motivated, driven, and committed to achieving personal and professional goals
• Willingness to learn, adapt, and develop new skills through training and mentorship

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Tell employers what skills you have

Financial and Investment Planning
Wealth Management
Financial Statements Analysis
Professionalism
Financial Planning
Helping Clients Succeed
Self-driven
Wealth Accumulation
Sales Experience
Identify Clients Needs
Adaptability
Client Rapport
Design-Build
Financial Modelling
Advise Clients
Maintaining Client Relationships
Financial consultancy
Wealth Accumulation Strategies
Self Motivation
Corporate Banking Solution