Financial Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

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.