Financial Services 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

Our client is an innovative and growing financial services team dedicated to helping individuals and families achieve better financial understanding, confidence, and long-term success. As part of an expanding network supported by a trusted financial institution, they provide professionals with the opportunity to build rewarding careers through flexibility, guidance, and strong earning potential.

As a Financial Services Consultant, you will:

• Develop and nurture long-term client relationships by understanding their financial objectives, challenges, and future plans.

• Provide professional financial guidance and create suitable strategies covering areas such as wealth protection, wealth growth, and legacy planning.

• Create customised financial solutions that adapt to clients’ changing needs across different stages of their lives.

• Utilise digital platforms, tools, and insights to provide effective and informed financial recommendations.

• Continuously enhance your understanding of financial products, industry developments, market movements, and compliance requirements.

• Take part in ongoing training, mentorship, and business growth initiatives to strengthen your capabilities and expand your professional network.

Requirements

• Motivated and goal-oriented individuals with a proactive mindset and entrepreneurial attitude.

• Strong communication abilities with the confidence to engage and build connections with diverse groups of people.

• High integrity and a sincere commitment to helping clients achieve their financial objectives.

• Willingness to learn, improve, and continuously develop professionally.

• Previous experience in sales, marketing, finance, education, or client-facing roles is beneficial but not essential.

Benefits

• Access to an established platform that allows you to grow your income through performance-based rewards.

• Flexible working arrangements with the independence to manage your own schedule.

• Comprehensive mentorship and structured training to support your professional growth.

• Defined career advancement opportunities towards leadership or specialised positions.

• A meaningful career where your work contributes positively to the lives and futures of others.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.