Client Relationship Consultant (Financial Services)
About the company
Job Summary Build your career in financial services by developing professional expertise, advising clients on financial goals, and growing through structured training and mentorship under a performance-based pathway.
Your tasks
- Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions
- Conduct professional client consultations to explain and recommend relevant financial products and services
- Establish and nurture long-term client relationships to support ongoing financial planning needs
- Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions
- Engage actively in training, coaching, and professional development programs to enhance advisory skills
- Achieve agreed business objectives while upholding high standards of ethics and customer service
Requirements
Preferred competencies and qualifications
- Meet the educational and eligibility criteria of the Financial Associate Scheme
- Demonstrate effective communication, interpersonal, and relationship-building skills in client interactions
- Show willingness to learn, accept coaching, and develop consultative selling capabilities
- Exhibit integrity, professionalism, and a client-first mindset in all engagements
- Be comfortable with client engagement, business development, and meeting performance targets
What we offer
- Employment-based career pathway with basic salary, employee benefits, and performance-based incentives subject to scheme terms
- Specific remuneration details provided during recruitment in line with the approved scheme
Training and career development
- Access to structured training, coaching, and professional development opportunities under the scheme
- Opportunities to strengthen financial services knowledge and develop client advisory capabilities for career progression
How to apply
- Apply through MyCareersFuture to explore the opportunity and learn more