Financial Planning Consultant
3000 - 6000 SGDFull-time
WEALTH ASIA LLP
Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long-term planning.
You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry.
Fresh graduates are welcome to apply.
We Provide:
- Training support for 4 basic certifications and relevant financial advisory qualifications
- Coaching from experienced managers and industry professionals
- Exposure to client planning and financial review discussions
- Joint-fieldwork opportunities for practical learning
- Mentorship and guidance throughout your development
- A collaborative environment with work-life balance
Key Responsibilities:
- Meet with prospective and existing clients to understand their needs
- Assist in reviewing clients’ financial goals and current arrangements
- Support the preparation of wealth accumulation and protection plans
- Develop and maintain professional client relationships
- Provide ongoing follow-up and servicing to clients
Requirements:
- Local Diploma, A’ Levels, or Degree in any discipline
- Strong communication and interpersonal skills
- Positive attitude and growth mindset
- Willingness to learn and build a career in financial services
Vacancy posted 7 days ago
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