Financial Consultant

About the Company

Singapore-based firm specializing in estate

planning, wealth management, and investment advisory for

individuals, families, and business owners.

Goal

is to help clients secure their financial future and build lasting

legacies.

Role

Overview

As a Financial

Consultant, you will be trained to provide financial planning,

estate planning, and investment advisory services. This is an

excellent opportunity for those who are eager to learn, enjoy

meeting people, and want to build a rewarding career in wealth

management.

Key

Responsibilities

Meet

and engage with clients to understand their financial

goals.

Learn and apply concepts in estate

planning, investment strategies, and wealth

preservation.

Assist in creating tailored

financial plans under the guidance of senior

consultants.

Conduct regular client follow-ups

and portfolio reviews.

Participate in

training, seminars, and networking events to grow knowledge and

client

base.

Requirements

• Degree holders welcome (any discipline).
• Good communication and interpersonal skills.

Willingness to learn about financial products, estate

planning, and investments.

Motivated,

proactive, and enjoys talking to people.

Ability to build trust and long-term client

relationships.