Financial Planner/ Consultant

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 solutions. Through structured training and mentorship, you will develop expertise in client relationship management, financial planning, and advisory services.

This opportunity is suitable for individuals seeking a long-term professional career in the financial services industry.

Key Responsibilities

• Build and maintain professional relationships with clients
• Conduct financial needs analysis and identify suitable planning strategies
• Assist clients in areas such as protection, savings, retirement, and wealth accumulation planning
• Prepare and review financial planning recommendations based on clients' objectives
• Provide ongoing support and regular reviews to ensure clients remain on track towards their financial goals
• Maintain accurate client records and documentation
• Participate in training, professional development programmes, and industry licensing requirements
• Ensure all advisory activities comply with regulatory and company standards

Requirements

• Singapore Citizen or Permanent Resident
• Minimum Diploma, A-Level, or Degree qualification in any discipline
• Strong communication and interpersonal skills
• Client-oriented with a willingness to learn and develop professionally
• Self-motivated and able to work independently
• Good organisational and time management skills
• Prior experience in financial services, sales, customer service, or relationship management is advantageous but not required

What We Offer

• Structured onboarding and training programme
• Mentorship from experienced financial services professionals
• Support for professional licensing and certification requirements
• Continuous learning and development opportunities
• Clear career progression pathway
• Flexible work arrangements
• Collaborative and supportive working environment

Preferred Traits

• Interest in financial planning and personal finance
• Strong relationship-building skills
• Professional, responsible, and adaptable mindset
• Growth-oriented and committed to continuous learning