Overview
Financial Consultant (Mid-Career Switch Opportunity) – Digital Wealth Consultant. We are actively seeking motivated individuals to join our team, including : existing financial advisers, insurance specialists / agents, bankers, or bancassurance professionals ready for a fresh start; and professionals seeking autonomy in their schedules and career direction.
We offer real transformation training to prepare you for meaningful change and a successful career pivot, not just motivational training.
Responsibilities
- Achieve consistent sales performance and meet targets.
- Analyze clients\' financial needs and offer personalized solutions.
- Provide professional financial advice to both individual and corporate clients.
- Build and manage client portfolios through periodic engagement.
- Foster a positive team culture by collaborating and communicating proactively.
Qualifications
Bachelor’s Degree / Post Graduate Diploma / Professional Degree in any field.Meets regulatory requirements for financial advisor licensureBasic proficiency in English.Self-motivated, goal-oriented, and willing to undergo our training programs .Able to take the licensure examination for financial advisors (if applicable).Applicants must have valid authorization to work in SingaporeWhat We Are Looking For
Passionate about helping clients achieve their financial goals .Ready to start fresh, whether as a graduate or someone ready to make a career switch .Skilled in communication and presentation (sales experience is valued but not mandatory).What We Offer
Comprehensive training program to help you start, pivot, and grow your career successfully.Attractive remuneration package (monthly fixed + commission + performance bonuses).Workplace flexibility – Work from home or office at your convenience.Seniority level
Entry levelEmployment type
Full-timeJob function
Finance and SalesClick Apply Now to begin your journey toward becoming a Financial Consultant .
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