B2B/B2C Financial Services Consultant

Title: Financial Services Consultant

• Competitive basic salary with attractive incentives and package.
• Structured training and mentorship provided.
• Clear career progression opportunities.
• Flexible working arrangements.
• Opportunities to specialise in wealth management, investments and banking products.
• Overseas incentive trips and recognition programmes.
• CMFAS examination sponsorship and training support (for eligible candidates).

Job Responsibilities

• Understand clients' financial goals and needs.
• Recommend suitable wealth management and banking solutions.
• Build and maintain long-term client relationships.
• Provide ongoing financial advice and portfolio reviews.

Requirements

• Minimum Diploma qualification or equivalent.
• Fresh graduates are welcome to apply.
• Good communication and interpersonal skills.