Financial Services Consultant

5 days ago


Downtown Core, Singapore Elios Wealth Management (IAFA) Full time

**Grow Your Impact, Shape Your Career** **About Us** At Elios Wealth Management, we empower Singapore's emerging affluent to build sustainable wealth through purpose-driven financial planning. Backed by proven mentorship and a structured development roadmap, we’re here to help you succeed — whether you’re new to financial planning or ready to lead. **Your Role** As a Financial Services Consultant, you’ll become a trusted partner in your clients' financial journey. This role blends strategic insight, empathy, and financial acumen — all within a high-performance, supportive environment. **What You’ll Do** Understand client goals and deliver holistic financial advice Design strategies across wealth protection, accumulation and Legacy planning Conduct regular reviews and adjust client portfolios based on life stage and market shifts Drive client satisfaction with proactive, relationship-based service **3 Career Tracks Available** Graduate Track: For fresh graduates or early-career professionals seeking training, mentorship, and a structured career start Career Switch Track: For mid-career professionals ready to transition into a meaningful, performance-driven industry Leadership Track: For experienced individuals with leadership potential — build and lead your own team over time **Who You Are** Possess qualification of a Diploma (Polytechnic) or higher qualification (A-Level or Degree) Personable, driven, and eager to make an impact Strong communication skills with a willingness to learn CMFAS certifications (M5, M9, M9A, HI, M8, M8A, M6, M6A) preferred but not mandatory **Why Join Us** Proven lead-generation systems (online & offline) Turn-key tools to drive client acquisition and retention Structured mentorship and fast-track development Attractive income model: Base allowance, commissions & bonuses Flexible hybrid work setup + vibrant, supportive team culture Opportunities for Incentive trips and growth opportunities into leadership **About us**: Leroy Lee Jun Jie Company No. 199100483Z MAS Representative No. LJJ300490129 - Elios Wealth Management is a branch representing Infinitum Advisory Pte Ltd. (trading under the name and style of "Income Advisory Financial Advisors"). By contacting us, you consent to Infinitum Financial Advisory Pte. Ltd. (“IAFA”), trading under the name and style of “Income Advisory Financial Advisers”, and its representatives and agents to collect, use and disclose your personal data provided to contact you on recruitment matters. You may refer to IAFA’s Privacy Policy (Income Advisory FA | Privacy Policy) for more information. You agree and understand that IAFA’s Privacy Policy available on its website may be amended, supplemented and/or substituted by IAFA from time to time.” _ Pay: $4,000.00 - $7,000.00 per month Work Location: Hybrid remote in Singapore 189558


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