Financial Consultant

20 hours ago

Singapur, Singapore SUMMIT TALENT PTE. LIMITED Full time

About the Role We are looking for dynamic and driven Financial Consultant to join our client’s expanding advisory team. The role offers a rewarding career path for individuals passionate about helping clients achieve their financial goals through tailored wealth management and protection strategies. As a Financial Consultant, you will build meaningful client relationships, assess financial needs, and provide professional advice on investment, insurance, and retirement planning solutions. Key Responsibilities Develop and maintain long-term client relationships through trust and professional service. Conduct financial reviews to understand clients’ goals, risk appetite, and current financial status. Recommend suitable financial products and strategies across insurance, investment, and retirement planning. Provide clients with up-to-date market insights and portfolio reviews. Work collaboratively with team leaders and peers to achieve both individual and group targets. Participate in ongoing training and development programs to stay updated on financial regulations, product offerings, and advisory best practices. Uphold compliance with MAS guidelines and ensure ethical, client-first advisory practices. Requirements Diploma or Degree in Finance, Business, Economics, or related disciplines. Preferably 1–2 years of experience in financial advisory, banking, or insurance (fresh graduates are also welcome). Possess strong interpersonal, communication, and analytical skills. Resilient, self-motivated, and goal-oriented individual with a passion for personal growth and success. Must be Singaporean or PR (due to licensing requirements). What’s Offered Structured onboarding and continuous professional development. Comprehensive support including prospecting tools, lead-generation assistance, and marketing resources. Attractive remuneration package with commission, incentives, and performance bonuses. Opportunities for leadership advancement and specialisation in wealth management or advisory team development. Supportive, collaborative, and growth-oriented work environment. #J-18808-Ljbffr

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