Freelance Financial Consultant

5 days ago


Central Region, Singapore Synergy Consulting Full time $20,000 - $24,000 per year

Freelance Financial Consultant

Pay: From $2,000.00 per month + Commissions

Job Types: Full-time, Part-time, Contract, Temporary, Internship, Freelance, Student Job

Location: 1 Maritime Square, #10-54, Harbourfront Centre S099253

Job Description

We are looking for a driven and dynamic Consultant to support our growth strategy. This role combines account management and new business acquisition — perfect for someone who enjoys building strong client relationships while also identifying and securing new opportunities.

Key Responsibilities

Account Management & Growth

  • Serve as the main point of contact for existing clients, ensuring consistent engagement and satisfaction
  • Deepen client relationships by understanding needs and offering tailored solutions
  • Identify upsell and cross-sell opportunities to drive account growth
  • Monitor client performance and feedback to ensure high retention and renewal rates

New Business Acquisition

  • Prospect and engage potential clients via networking, referrals, and events
  • Understand business challenges and present customised solutions
  • Deliver presentations, product demos, and proposals to decision-makers
  • Work with internal teams to ensure smooth onboarding for new clients

General

  • Meet or exceed growth and acquisition targets
  • Maintain accurate CRM records and pipeline updates
  • Stay updated on industry trends, market conditions, and competitor activities
Requirements
  • Diploma/Bachelor's in Business, Marketing, or related field
  • 1–3 years' experience in business development, sales, or account management (fresh graduates with strong communication skills may be considered)
  • Excellent interpersonal and presentation skills
  • Ability to manage multiple clients and priorities effectively
  • Self-motivated with a results-driven mindset
What We Offer

Competitive base salary + commission and performance incentives Signing bonus for successful candidates

Flexible schedule with supportive team environment

Employee discounts & professional development opportunities

Clear career growth and progression

Schedule & Benefits

Schedule: Monday to Friday

Benefits: Employee discount, Flexible schedule, Professional development

Supplemental Pay: Commission pay + Signing bonus



  • Central Region, Singapore Manulife Financial Advisers Full time $60,000 - $120,000 per year

    Unlock Your Potential with Manulife Financial Advisers - Dunn & PartnersAre you ready to ignite your career in the financial planning industry and make a real impact? Join our elite team at Manulife Financial Advisers - Dunn & Partners and embark on a journey where your passion for finance meets purpose.Why Us?• Empower Lives: Become a Financial Consultant...


  • Central Region, Singapore Strategic Partners Financial Services Pte. Ltd. Full time $5,000 per year

    Company HighlightsWe believe in mutual respect, support and sharing of the fruits of our labour.We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model...


  • Central Region, Singapore Talent Blaze Pte Ltd Full time $60,000 - $80,000 per year

    Location: Singapore / FlexibleEngagement: Freelance | Individual Contractor | Commission‑Based | Flexible ScheduleAt Talent Blaze, we partner with organizations and individuals to unlock potential, connect talent to opportunity, and deliver recruitment solutions with precision and purpose. We are inviting highly driven, self‑motivated professionals to...


  • Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** **Salary** $1,500 - $10,000 Per Month **Date Posted** 5 hours ago Additional Details **Job ID** 55994 **Job Views** 1 **Job Description**: Roles & Responsibilities **Freelance Recruitment Consultant** Reporting to the Manager for this business, the role will be responsible for new business...


  • Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** **Salary** $1,800 - $3,000 Per Month **Date Posted** 8 hours ago Additional Details **Job ID** 3149 **Job Views** 2 **Job Description**: Roles & Responsibilities - Acquire new clients through business development/cold calling **Requirements**: - At least 2 years of proven track records in...


  • Central Region, Singapore Private Advertiser Full time $70,000 - $120,000 per year

    Company OverviewAbout our principal – Great Eastern Financial AdvisersGreat Eastern Financial Advisers Private Limited (GEFA) is a wholly-owned subsidiary of Great Eastern Holdings Limited and is a member of the OCBC Group. As a licensed Financial Adviser, GEFA brings together a suite of insurance solutions and wealth management opportunities for the...


  • Central Region, Singapore OCBC (Singapore) Full time $60,000 - $80,000 per year

    Personal Financial Consultant - Global Consumer Financial ServicesOCBC opens doors to new opportunities.Start your career with OCBC as a Personal Financial ConsultantAt OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and...


  • Central Region, Singapore Elson Wong & Associates Full time $60,000 - $120,000 per year

    We LISTEN to your career aspirations AND we UNDERSTAND what you want.The Role:A Career as a Financial Consultant is meant to be challenging yet excitingWe are looking for exceptional individuals who can rise to the occasion and are looking to be difference. If you think you make the cut, you are the one we are looking forElson Wong & Associates is an agency...


  • Central Region, Singapore HIL ASSOCIATES PTE LTD Full time $40,000 - $80,000 per year

    About the role We are seeking an experienced Freelance Bookkeeper to join our dynamic team at HIL ASSOCIATES PTE LTD'. This part-time role will be home-based and will play a vital role in supporting our clients with their bookkeeping and accounting needs.What you'll be doingMaintaining accurate and up-to-date financial records for our clientsReconciling...


  • Central Region, Singapore Invictus Advisory Pte Ltd Full time $104,000 - $130,878 per year

    Company DescriptionFounded in 2001, Summit Planners Invictus, representing Manulife, is one of Singapore's leading financial advisory groups. We provide individuals and families with holistic financial solutions, ranging from insurance protection and investment planning to retirement and legacy planning. Backed by Manulife's global presence and financial...