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 '

Are you looking for higher earning potential, industry-leading incentives, sponsored professional certification programmes, multi-product accessibility and a professional advisory platform where you can deepen your expertise, grow your client portfolio and progress towards leadership opportunities?

Manulife is seeking experienced Financial Services Consultants to join its established advisory team. With premium infrastructure, modern office facilities and a collaborative environment, this opportunity is designed for professionals who are passionate about delivering high-quality financial advice while building a sustainable and rewarding career.

As a Financial Services Consultant, you will deliver regulated financial advisory services covering protection, health, wealth accumulation, retirement, investment and legacy planning. You will conduct comprehensive financial needs analyses, develop tailored recommendations, build long-term client relationships and maintain the highest standards of professional conduct in accordance with Monetary Authority of Singapore (MAS) regulations.

Key Responsibilities

• Conduct client consultations, fact-finding sessions and comprehensive financial needs assessments.
• Assess clients' risk profiles and formulate personalised financial planning recommendations.
• Advise clients on protection, health, wealth accumulation, retirement, investment and legacy planning.
• Develop and sustain long-term client relationships through networking, referrals and business development activities.
• Oversee ongoing client servicing, portfolio reviews and claims support.
• Keep client records, suitability assessments and regulatory documentation accurate and up to date.
• Work closely with compliance, underwriting and operations teams to provide an outstanding client experience.
• Meet agreed advisory activity and performance objectives.

Requirements

• Minimum 21 years of age (MAS regulatory requirement).
• Diploma* or higher.
• CMFAS certifications: RES5, M9, M9A and HI (M8/M8A advantageous).
• Minimum 2 years' experience in financial advisory, insurance, wealth management or financial planning.
• Proven ability to prospect, engage and establish lasting client relationships.
• Experience within a multi-product or multi-insurer advisory environment is advantageous.
• Strong communication, interpersonal and relationship management abilities.
• Professional, ethical and client-focused approach to financial advisory.

*Diploma must comprise a minimum of 900 study hours, be at least 50% examination assessed, and qualify for university admission.

What's on Offer

Joining Manulife provides access to a professional advisory platform designed to support your long-term success.

Benefits include:

• Industry-leading incentives and competitive remuneration.
• Sponsored higher professional certification programmes and continuous learning opportunities.
• Access to a comprehensive suite of protection, wealth, investment and legacy planning solutions.
• Premium central office facilities and dedicated client meeting spaces.
• Modern digital advisory tools and technology platforms.
• Flexible working arrangements that support productivity and work-life integration.
• Structured mentoring, coaching and career development.
• Leadership progression opportunities within an established advisory practice.
• Dedicated operational, compliance and specialist support, allowing you to focus on client relationships and business growth.

Who Thrives Here

This opportunity is ideal for Financial Services Consultants who demonstrate integrity, professionalism and accountability, and who are committed to delivering client-first financial advice. You enjoy building trusted relationships, continuously developing your expertise and working within a collaborative, high-performing environment where quality, ethics and long-term success are valued.

Already an Established Financial Services Consultant?

If you are an established Financial Services Consultant, speak to us about joining Manulife and learn more about the attractive transition incentives available to experienced advisers.

Successful candidates may be eligible for enhanced earning multipliers, attractive sign-on financial incentives and structured transition support, providing the opportunity to maximise earnings while continuing to build a successful long-term advisory career on an established platform.

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
Communication
Certifications
Personal Finance Advisory
Financial Planning
Financial Assessments
Relationship Management
Wealth Accumulation
Personal Financial Planning
Referral Marketing
insurance advisory work
Regulatory Documentation
Client Support Services
advisory engagements
Financial Modelling
Maintaining Client Relationships
Retirement Planning
Portfolio insurance