Financial Services Consultant
About the Role
We are seeking motivated individuals to join our growing financial advisory team. As a Financial Services Consultant, you will work closely with clients to understand their financial goals and provide professional advice in areas such as protection, wealth accumulation, retirement, and legacy planning.
Comprehensive training, mentorship, and structured development will be provided. This role is suitable for fresh graduates, entry-level candidates, and mid-career individuals looking for a long-term professional career.
Key Responsibilities- Build and maintain long-term client relationships through professional and ethical advisory services
- Conduct financial needs analysis and recommend suitable solutions aligned with clients’ goals
- Assist clients in protection planning, wealth accumulation, retirement, and legacy planning
- Perform regular reviews to ensure clients’ financial plans remain relevant
- Develop new business opportunities through referrals, networking, and prospecting activities
- Minimum Diploma qualification (local Polytechnic or equivalent)
- Singapore Citizens or Singapore Permanent Residents only
- Age: 21 and above (MAS requirement)
- Strong communication and interpersonal skills
- Positive, self-driven, and results-oriented mindset
- Entry-level candidates and mid-career switchers are welcome (training provided)
- Structured Mentorship: You will be guided through a proven training and mentoring framework that supports both technical competency and personal development
- Performance-Driven Culture: Work in a results-oriented team that values professionalism, accountability, and ethical advisory practices
- Clear Career Progression: Well-defined pathways to advance into senior consultant, managerial, and leadership roles based on performance and commitment
- Supportive Team Environment: Be part of a collaborative team culture that encourages learning, growth, and long-term success
- Brand & Credibility: Represent a reputable organization with strong training standards and market presence in Singapore’s financial services industry
- Performance-based remuneration, including commissions and incentives
- Continuous professional development and structured training programmes
- Opportunities for overseas learning trips and industry recognition*
- Recognition platforms such as Million Dollar Round Table (MDRT) and Top Financial Services Consultant Awards*
- Terms and conditions apply.
Career Growth
Successful candidates may progress into leadership roles by building and managing their own team of Financial Services Consultants, with long-term career stability and income growth potential.
How to Apply
Interested candidates are invited to apply via JobStreet.
Only shortlisted candidates will be notified.