
Financial Consultant
18 hours ago
Overview
Financial Consultant (Mid-Career Switch Opportunity) – Take Control of Your Time, Income, and Career Growth as a Digital Wealth Consultant. We are actively seeking motivated individuals to join our team, including existing financial advisers, insurance specialists/agents, bankers, bancassurance professionals, or professionals seeking autonomy in their schedules and career direction.
What You’ll Do
Achieve consistent sales performance and meet targets.
Analyze clients’ financial needs and offer personalized solutions.
Provide professional financial advice to both individual and corporate clients.
Build and manage client portfolios through periodic engagement.
Foster a positive team culture by collaborating and communicating proactively.
Why Join Us
If you are looking for more control over your time, income growth, and career progression, this role offers those opportunities.
Our Winning Culture: The 3R Principles
Responsibility
– Ownership of your work and goals.
Relationships
– Building long-term trust with clients.
Reset Mentality
– Adapting and evolving to stay ahead.
We champion financial literacy and empowerment through thought leadership, storytelling, and digital engagement platforms (e.g., LinkedIn, TikTok, Facebook, Instagram).
What We Offer
Comprehensive training program
to help you start, pivot, and grow your career successfully.
Attractive remuneration package
(monthly fixed + commission + performance bonuses).
Workplace flexibility
– Work from home or office at your convenience.
What We Are Looking For
We’re seeking individuals who are:
Passionate about
helping clients achieve their financial goals .
Ready to start fresh, whether as a
graduate or someone ready to make a career switch .
Skilled in
communication and presentation
(sales experience is valued but not mandatory).
We invite you to apply
Qualifications
Bachelor’s Degree / Post Graduate Diploma / Professional Degree in any field.
Meets regulatory requirements for financial advisor licensure.
Basic proficiency in English.
Self-motivated, goal-oriented, and willing to
undergo our training programs .
Able to
take the licensure examination
for financial advisors (if applicable).
Applicants must have valid authorization to work in Singapore.
Key Responsibilities
Build and manage client portfolios
through periodic engagement.
Provide professional financial advice
to both individual and corporate clients.
Analyze clients’ financial needs
and offer personalized solutions.
Foster a positive team culture
by collaborating and communicating proactively.
Additional Details
Seniority level : Entry level
Employment type : Full-time
Job function : Finance and Sales
Ready to Make the Switch? If you have what it takes to embrace Responsibility, Relationships, and a Reset Mentality, we would love to meet you.
Click
Apply Now
to begin your journey toward becoming a
Financial Consultant .
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