Financial Services Consultant
Your tasks
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.
- 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.