Financial Consultant
Full-time
PLACEMENT PROFESSIONALS
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
***email_hidden***
I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.
Start your journey in the Financial Advisory industry with a career that allows you to make a meaningful impact on clients’ lives.
This role offers the opportunity to develop professional expertise, build strong relationships, and grow alongside experienced mentors.
We are looking for motivated individuals who are passionate about helping others achieve their financial goals while building a rewarding career.
With structured training, guidance, and proven support systems, you will be equipped with the skills needed to succeed as a Financial Consultant.
Roles and Responsibilities
- Create personalised financial solutions that address clients’ protection requirements and financial objectives.
- Support clients in planning for important life goals such as retirement, education funding, and investment growth.
- Recommend suitable wealth-building strategies that align with clients’ financial targets and aspirations.
- Develop and maintain strong, long-lasting relationships built on trust and professional service.
- Stay informed on market trends, investment opportunities, and industry developments that may impact clients’ financial decisions.
What We Offer
- Basic + Commissions Remuneration
- Access to established platforms and resources designed to help you begin and progress in your career.
- No requirement to rely on personal contacts such as family or friends for lead generation.
- Provide customizable leads platform
- 1-to-1 mentorship
- Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
- Monthly allowance and other cash incentives.
- Overseas trip incentives.
Eligibility
- Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
- Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
- Good interpersonal skills.
- Committed, driven and eager to succeed.
- No work experience required.
Technical Skills and Competencies You Will Learn
- Insurance and Financial Planning Fundamentals
- Certifications in CMFAS
- Communication and Networking Skills
- Sales and Marketing Skills
- Client Relationship Management
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Vacancy posted 11 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Singapore vacancy
4000 - 5999 SGD
...Job Profile Summary: You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations. Job Description: · Build and maintain clientele database · Establish Clients’ financial objectives...5000 - 7000 SGD
...Job Description & Requirements We are looking for candidates who are intersted in joining the Financial Advisory industry. Roles and Responsibilities Develope in-depth knowledge of the suite of financial products to advise clients and prospects accordingly. Scheduling...6000 - 10000 SGD
...with high-net-worth and cross-border clients to deliver tailored financial planning solutions Design and implement holistic financial... ...not mandatory) Prior experience in finance, wealth management, consulting, or business development Demonstrated cross-border exposure...2000 - 10000 SGD
...Role Overview: We are seeking a motivated and experienced Financial Consultant to join our team. In this role, you will provide expert financial advice and planning services to our clients, help them achieve their financial goals, and contribute to the growth of our business...1500 - 6000 SGD
...Type: Full‑time / Internship Pathways Available About the Role We are seeking motivated individuals to join our team as Financial Consultants . This is an excellent opportunity for students, fresh graduates, or career switchers who are eager to build a career in...5000 - 10000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please... ..., stability, and long-term success. Join us as a Financial Consultant and utilise our structured training, guidance, and proven approach...13500 - 17000 SGD
...or find out more, please contact Leong Jia Wei (Reg No: R25157456) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different seniority levels; please browse our Company Page to find out more. We are looking for motivated...6000 - 12000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different seniority levels; please browse... ...flexibility, growth, and earning opportunities? Join us as a Financial Consultant and accelerate your journey towards financial independence with...8000 - 15000 SGD
...or find out more, please contact Leong Jia Wei (Reg No: R25157456) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different seniority levels; please browse our Company Page to find out more. Join our team as a Financial...4000 - 8000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please... ...be equipped with the skills needed to succeed as a Financial Consultant. Roles and Responsibilities Create personalised...4000 - 8000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different seniority levels; please browse... ...Our team is part of a larger network made up of more than 300 consultants, managers, and directors. Together, we actively exchange insights...3000 - 5000 SGD
...Job Summary Provide comprehensive financial consulting by identifying client risks and delivering tailored protection, wealth accumulation, retirement, estate, and business advisory solutions to secure financial goals and legacy. Responsibilities Identify clients’...5000 - 10000 SGD
...Job Description HCBS Life is seeking motivated and client-focused individuals to join our team as Financial Planners / Consultants. In this role, you will work closely with individuals and families to understand their financial goals and provide suitable financial planning...5000 - 10000 SGD
...to join HSBC Life Singapore , a leading life insurance provider and part of the HSBC Group. We are seeking a motivated Financial Services Consultant to join our dynamic team. Responsibilities Build and maintain strong, long-term relationships with clients Understand...3000 - 15000 SGD
...Build Legacies. Change Lives. Grow Without Limits. Singaporean families deserve trusted financial consultants—not salespeople—to navigate the complexities of CPF, protection planning, and retirement. At Andrew Ang & Associates, we turn financial complexity into lifelong...2000 - 5000 SGD
...Job Responsibilities: Build and maintain a strong clientele database Conduct fact-finding interviews to identify clients’ financial objectives Analyse client data to recommend suitable financial strategies Deliver tailored insurance and investment solutions to...5000 - 8000 SGD
...Job Description We are seeking a Wealth Planning Manager to provide comprehensive wealth and financial planning solutions to clients. The role focuses on building client relationships, delivering tailored insurance and investment solutions, and achieving sales targets...4000 - 7000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please... ..., and strong earning potential. As a Financial Services Consultant, you will: • Develop and nurture long-term client...10000 - 12000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please... ...Company Page to find out more. As a Financial Services Consultant, you will have the opportunity to help individuals and...8000 - 15000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please... ...Company Page to find out more. As a Senior Financial Consultant, you will take on a key role in guiding clients towards...5000 - 8000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please... ...directly influence your results and income Many of our consultants have achieved earnings beyond what is commonly available in traditional...5000 - 7000 SGD
...Financial Services Consultant If you're ambitious, enjoy working with people, and are seeking a career with flexibility, growth, and unlimited earning potential, this opportunity may be for you. As a Financial Services Consultant , you'll help individuals and families...3000 - 5000 SGD
...Financial Services Consultant $3000-5000 To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) on WhatsApp +65 80358497 or email ****@*****.*** I also carry more Senior variants of this role; please browse our Company...5000 - 15000 SGD
...or find out more, please contact Leong Jia Wei (Reg No: R25157456) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more. Job Responsibilities...4000 - 6000 SGD
...achieving sales targets, staying updated on industry trends Requirements · Minimum Local Diploma · Those with no prior experience in financial sector or in sales are welcome to apply as comprehensive training will be provided · Highly motivated to work in a sales centric....7000 - 8500 SGD
...of Sopra Steria Next, the management and digital transformation consulting firm of the Sopra Steria Group, a major tech player in Europe.... ...marks a significant milestone in our development, combining our financial services expertise with Sopra Steria Next’s recognized...5000 - 7000 SGD
...56) ****@*****.*** I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please... ...our Company Page to find out more. As a Financial Consultant in Wealth Management, you will play a vital role in helping clients...- ...communities we serve. Embrace limitless growth with AIA As an AIA Consultant you stand amongst the industry's finest. Here, we nurture your... ...growth spanning across your personal, professional, and financial development, all tailored to your journey while making a...
4000 - 10000 SGD
...Position: Financial Services Consultant/Manager Role Overview This is a client-facing, front-office role focused on helping clients achieve their financial goals through tailored banking, wealth management, and financial planning solutions. Key Responsibilities...2000 - 10000 SGD
...Responsibilities: * Build and grow your client portfolio through networking, referrals, and business development activities. * Conduct financial needs analysis and identify clients’ cross-border planning needs. * Advise clients on wealth protection, retirement, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
