Islandwide, SG - Financial Consultant

Roles & Responsibilities

Job Responsibilities :

• Build and maintain a strong clientele database
• Conduct fact-finding interviews to identify clients’ financial objectives
• Analyse client data to recommend suitable financial strategies
• Deliver tailored insurance and investment solutions to meet clients’ unique needs
• Establish and maintain long-term client relationships through periodic reviews and follow-ups
• Provide sound financial advice while adhering strictly to compliance and regulatory requirements
• Actively engage potential customers to expand the customer base
• Participate in structured training and mentorship programs to support career progression
• Leverage a proven performance-based framework with stable monthly payouts

Requirements :

What We Offer :

✅Structured training and mentorship to develop your skills

✅Proven framework with stable monthly payouts

✅Opportunities to build trusted long-term client relationships

✅A dynamic and supportive team culture

✅Career progression opportunities in the financial services industry

Interested Candidates Kindly Whatsapp Me @ +65 8838 7279 with your updated resume.

Tell employers what skills you have

Wealth Management

Lifestyle

Financial Planning

Investments

Wealth Accumulation

Wealth

Risk Management

Mentorship

Compliance

Networking

Retirement Planning

Financial Advisory

Regulatory Requirements

Corporate Finance

Financial Services