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 '

As a Financial Consultant, you'll collaborate with individuals, families, and business owners to understand their objectives and develop personalised financial strategies to help them protect, grow, and prepare for the future.

Whether you're a fresh graduate, an experienced professional, or considering a career switch, we'll equip you with the knowledge, mentorship, and support to help you succeed.

What You'll Do

• Build meaningful relationships with clients and understand their financial goals

• Offer tailored solutions covering wealth accumulation, investment, protection, retirement, and legacy planning

• Conduct financial assessments and suggest appropriate strategies according to clients' requirements

• Stay informed about market trends and developments within the financial sector

• Provide ongoing assistance while cultivating lasting client relationships

• Continuously develop your professional knowledge through structured training and mentorship

Why Join Us?

• Comprehensive training and one-to-one mentorship

• Flexible work arrangements with autonomy over your schedule

• Attractive performance-based remuneration with uncapped earning potential

• A collaborative, supportive, and high-performing team culture

• Continuous professional development and industry certifications

Who We're Looking For

• Singaporean or Singapore PR

• Minimum Local Diploma or Degree

• Strong communication and interpersonal skills

• Positive attitude with a willingness to learn

• Self-motivated, driven, and enjoys working with people

No prior experience in financial services is required. We believe in developing potential and providing the resources needed for long-term success.

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 Sector
Wealth Management
Degree in psychology
Financial Planning
Interpersonal Skills
Helping Clients Succeed
Wealth Accumulation
Professional Mentoring
Protection
User Training
Enjoy Working with People
Retirement Planning
Team-oriented
Proactive Communication
Positive Attitude
Wealth Accumulation Strategies
Client Assessments