Financial 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 Financial Planning partner is seeking individuals who are motivated and committed to building a long-term career in the financial advisory industry.

Successful candidates will undergo a structured development pathway designed to enhance advisory capabilities, build a sustainable client base, and gradually expand into high-net-worth and business markets, subject to performance and regulatory requirements, with support from experienced mentors, advanced technology, and an established advisory platform.

Key Responsibilities

• Deliver professional financial planning and advisory services to individual and business clients
• Establish and manage lasting client relationships through tailored solutions
• Leverage digital tools and marketing support to generate and cultivate leads
• Continuously upgrade product knowledge and advisory competencies

What We Look For

• Strong interpersonal and customer service skills
• Self-driven, disciplined, and committed to long-term career growth
• Strong entrepreneurship spirit

Requirements

• Minimum qualification of GCE A-Level, Diploma, or Degree in any discipline
• Due to regulatory and licensing requirements, applicants must be Singapore Citizens or Permanent Residents

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
Financial Planning
Maintain Discipline
Wealth Accumulation
User Training
Financial Modelling
Maintaining Client Relationships
Team-oriented
Financial consultancy
Proactive Communication
Product Upgrades
Generate Sales Leads