Financial Services Consultant

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 '

Our client is an innovative and progressive financial services team dedicated to helping individuals and families attain greater financial clarity, security, and growth. As part of a rapidly expanding network supported by a well-established financial institution, they provide professionals with opportunities to build rewarding careers through flexibility, strong mentorship, and unlimited income potential.

As a Financial Services Consultant, you’ll:

• Engage and build long-term relationships with clients to understand their financial goals, concerns, and aspirations • Provide sound financial advice and tailor strategies across areas such as Wealth Protection, wealth accumulation, and wealth distribution/ legacy building • Create personalised financial portfolios that adapt to clients' changing needs across various stages of life • Leverage digital tools and insights to deliver impactful, data-driven recommendations • Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements • Participate in regular training, mentorship, and business development opportunities to sharpen your expertise and expand your reach

Requirements

• Driven and self-motivated, with an entrepreneurial spirit • Excellent communicators who can connect with people from all walks of life • Strong in ethics, with a genuine desire to help others • Open to learning and personal development • Prior experience in sales, marketing, finance, education or client advisory is a bonus, but not required

Benefits

• A proven platform to grow your uncapped income through performance-based rewards • Flexible working hours and autonomy over your schedule • Supportive mentorship and structured training • Clear career progression into leadership or specialist roles • A meaningful career that makes a lasting impact in people’s lives

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