Financial Services Consultant

Roles & Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

jiawei@placement.com.sg

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

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

Our client is an innovative and progressive financial services team dedicated to helping individuals and families attain greater financial clarity, security, and growth. As part of a rapidly expanding network supported by a well-established financial institution, they provide professionals with opportunities to build rewarding careers through flexibility, strong mentorship, and unlimited income potential.

As a Financial Services Consultant, you’ll:

• Engage and build long-term relationships with clients to understand their financial goals, concerns, and aspirations
• Provide sound financial advice and tailor strategies across areas such as Wealth Protection, wealth accumulation, and wealth distribution/ legacy building
• Create personalised financial portfolios that adapt to clients' changing needs across various stages of life
• Leverage digital tools and insights to deliver impactful, data-driven recommendations
• Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements
• Participate in regular training, mentorship, and business development opportunities to sharpen your expertise and expand your reach

Requirements

• Driven and self-motivated, with an entrepreneurial spirit
• Excellent communicators who can connect with people from all walks of life
• Strong in ethics, with a genuine desire to help others
• Open to learning and personal development
• Prior experience in sales, marketing, finance, education or client advisory is a bonus, but not required

Benefits

• A proven platform to grow your uncapped income through performance-based rewards
• Flexible working hours and autonomy over your schedule
• Supportive mentorship and structured training
• Clear career progression into leadership or specialist roles
• A meaningful career that makes a lasting impact in people’s lives

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

Wealth Management
Mentoring
Market Trend Analysis
Regulatory Compliance
Financial Planning
Financial Advice
Life Transitions
Wealth Accumulation
Building Conservation
Portfolio Management
financial products
Financial Modelling
Data-Driven Decision Making
Financial consultancy
Wealth Preservation
Business Opportunities Development
Digital Insight & Analytics
Training Delivery