Career Opportunities in Financial Consultancy

2 days ago


Singapore DLXSG VENTURES Full time
About DLXSG Ventures
DLXSG Ventures is a dynamic company that offers a unique blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Our team is dedicated to empowering individuals through financial consultancy.

Salary and Benefits
The estimated salary for this role ranges from SGD $40,000 to over $100,000 per month, depending on performance and experience. Additionally, we offer a comprehensive benefits package, including:
  • Tailored training and certification programs
  • Funding support for the first 24 months
  • Attractive rewards and incentives for top performers
  • A flexible income structure with uncapped earnings potential

Job Description
This role involves working closely with clients to understand their financial goals and develop customized strategies to achieve them. Key responsibilities include:
  1. Financial strategy development: Assessing clients' financial situations and devising strategies to meet their objectives.
  2. Insurance and financial advice: Providing guidance on insurance and financial planning in areas like retirement, education, and investments.
  3. Client relationship management: Regularly reviewing and following up with clients to adapt their financial plans to life changes.
  4. Financial analysis: Preparing and interpreting financial summaries, investment reports, and income projections for clients.
  5. Client network building: Establishing and maintaining strong relationships with a growing client base.

Required Skills and Qualifications
To succeed in this role, you will need:
  • A poly diploma, JC cert, or degree in any field
  • Strong interpersonal skills with a passion for empowering others financially
  • Driven by results and motivated by performance-based rewards

Why Join Us
This role is ideal for university students, fresh entries, or mid-career professionals looking for a challenging and rewarding career opportunity. As a Financial Advisor at DLXSG Ventures, you will have the chance to balance studies and work, learn how to manage and grow your own business, and be guided by mentors who began their successful careers as students.

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