Financial Consultant

Responsibilities

• Identify and support clients' financial goals, including income protection, savings and investments, healthcare planning, retirement preparation, business continuity, and estate distribution.
• Deliver continuous value-added service and guidance to clients, helping them navigate their financial journey through different life stages.
• Develop new business opportunities while managing and strengthening existing client relationships.
• Conduct professional discussions and negotiate suitable agreements with potential clients.
• Manage administrative processes, documentation, and maintain accurate client records.
• Provide financial planning solutions for both individuals and corporations, covering risk management, wealth planning, succession, and estate strategies.

Requirements

• In accordance with MAS-FAA regulations, candidates must be at least 21 years old to qualify as a financial planner.
• Holds a Diploma/Degree qualification.
• Prior working experience in sales is seen as an advantage.
• Goal-oriented, self-motivated, and proactive in character.
• Strong communication and interpersonal skills.
• By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Additional Information

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry various other Financial Advisor (FA) roles of different seniority levels; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D Join our team as a Financial Planner and embark on a rewarding career where you help individuals and businesses achieve their financial goals. This role offers the opportunity to build meaningful client relationships while developing expertise in wealth management, protection planning, and financial solutions. We are seeking driven individuals who are passionate about making a positive impact and growing in the financial advisory industry. With the right mindset, skills, and dedication, you will have the opportunity to build a successful and fulfilling career.

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