Financial Consultant

Roles & Responsibilities

Who are we?

We're R.E.A.L Partners, a team of licensed financial consultants based in Singapore, representing finexis advisory. We're not tied to any particular insurer — we match financial tools and solutions based on each client's unique needs. Our team is diverse, from an industry veteran with 32 years of experience to mid-career switchers in their 30s and 40s. Whoever you are — building from scratch or bringing years of experience — there's a path for you to grow here.

Is this you?

• Integrity and honesty

• Hungry for success, willing to go the extra mile

• Entrepreneurial mindset, a learner at heart

• Genuine love for people and building relationships from scratch

• Enjoys learning with and from teammates, not just from the top

• Fresh to the workforce and eager to build a career from the ground up

• An industry practitioner ready to grow onto a bigger, more comprehensive platform

• A mid-career professional seeking fulfilment, earnings that reflect your effort,and room for family and personal life

Scope of work

• Have real conversations with clients — about life, dreams, and financial security

• Design, implement, and review financial strategies matched to their needs

• Grow your own network and opportunities, your way

• Learn and sharpen your craft alongside your leaders and teammates

Your growth path

1. Build — Establish your footing, empowered and supported by our leaders every step of the way

2. Grow — Upskill and build your specialty, backed by continued support from R.E.A.L leaders and cross-sharing with your teammates

3. Lead — Scale your own practice. Mentoring others is optional —cross-sharing with peers is what matters most

Tell employers what skills you have

Wealth Management
Banking Security
Design
Wealth Accumulation
Network Development
User Training
Team Building
face to face meetings with clients
Team-oriented
Financial consultancy
Proactive Communication
Implemented Code
Financial Review