Financial Consultant-SD

Recruitment agencyTOSS-EX PR PTE. LTD.Singaporemycareersfuturepublished 08/18/2026

About the role

Our Financial Planning partner is seeking individuals who are motivated andcommitted to long-term career growth in financial advisory industry.

Successful candidates will be guidedthrough a structured development pathway to strengthen advisory capabilities,build a sustainable client base, and progressively expand into thehigh-net-worth and business markets, subject to performance and regulatoryrequirements, supported by experienced mentorship, advanced technology, and aproven advisory platform.

Key Responsibilities

  • Provide professional financial planning and advisory services to individual and business clients
  • Build and manage long-term client relationships through personalised solutions
  • Leverage digital tools and marketing support to generate and nurture leads
  • Continuously upgrade product knowledge and advisory competencies

What We Look For

  • Strong interpersonal and customer service skills
  • Self-driven, disciplined, and committed to long-term career growth
  • Strong entrepreneurship spirit

Requirements

  • Minimum qualification of GCE A-Level, Diploma, or Degree in any discipline
  • Due to regulatory and licensing requirements, applicants must be Singapore Citizens or Permanent Residents