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 '

Job Responsibilities:

• Establish and grow a strong client database

• Conduct comprehensive fact-finding discussions to understand clients’ financial goals

• Evaluate client information to develop appropriate financial strategies

• Provide customised insurance and investment solutions based on clients’ individual requirements

• Build and sustain long-term client relationships through regular reviews and follow-ups

• Offer sound financial guidance while maintaining strict compliance with regulatory and industry requirements

• Proactively engage prospective customers to grow the client base

• Take part in structured training and mentorship programmes to support professional development

• Leverage a proven performance-based framework with stable monthly payouts

Requirements:

• GCE ‘A’ Level with passes

• International Baccalaureate (IB) Diploma, or

• Polytechnic Diploma awarded in Singapore or equivalent

• Strong interpersonal and networking skills

• Motivated, dynamic, and eager to build a long-term career in the financial industry

• Willingness to network among business associates

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

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
Long-term Customer Relationships
Insurance Planning
Gathering information from clients
Regulatory Compliance
Client Acquisition
maintaining client databases
Financial Planning
Interpersonal Skills
Professional Development
Marketing Strategy
Wealth Accumulation
Dynamic Analysis
International Education
Business Networking
Career Exploration
Financial Modelling
Motivation
Financial consultancy
Pass-Through Rate