B2B / B2C Financial Services Consultant

PLACEMENT PROFESSIONALSSingaporemycareersfuturepublished 08/28/2026
Must-have:FinTechSeniorJunior

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456)   jiawei@placement.com.sg OR Whatsapp +65 8086 3812 I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

Benefits Competitive basic salary with attractive incentives and package.

Structured training and mentorship provided.

Clear career progression opportunities.

Flexible working arrangements.

Opportunities to specialise in wealth management, investments and banking products.

Overseas incentive trips and recognition programmes.

CMFAS examination sponsorship and training support (for eligible candidates).

Job Responsibilities Gain an understanding of clients' financial objectives and requirements.

Recommend appropriate wealth management and banking solutions.

Establish and nurture lasting relationships with clients.

Provide continuous financial guidance and conduct regular portfolio reviews.

Requirements Minimum Diploma qualification or equivalent. Fresh graduates are welcome to apply. Good communication and interpersonal skills. By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

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