Financial Consultant
External
Fort Financial · Central Plaza, SingaporeS$60K–S$120K/yrFull-timeUnknown1w ago
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Responsibilities
- Build and maintain professional relationships with clients
- Conduct financial needs analysis and identify suitable planning strategies
- Assist clients in areas such as protection, savings, retirement, and wealth accumulation planning
- Prepare and review financial planning recommendations based on clients' objectives
- Provide ongoing support and regular reviews to ensure clients remain on track towards their financial goals
- Maintain accurate client records and documentation
- Participate in training, professional development programmes, and industry licensing requirements
- Ensure all advisory activities comply with regulatory and company standards
Requirements
- Singapore Citizen or Permanent Resident
- Minimum Diploma, A-Level, or Degree qualification in any discipline
- Strong communication and interpersonal skills
- Client-oriented with a willingness to learn and develop professionally
- Self-motivated and able to work independently
- Good organisational and time management skills
- Prior experience in financial services, sales, customer service, or relationship management is advantageous but not required
Benefits
Structured onboarding and training programmeMentorship from experienced financial services professionalsSupport for professional licensing and certification requirementsContinuous learning and development opportunitiesClear career progression pathwayFlexible work arrangementsCollaborative and supportive working environmentPreferred TraitsInterest in financial planning and personal financeStrong relationship-building skillsProfessional, responsible, and adaptable mindsetGrowth-oriented and committed to continuous learning
Additional Information
Job Description HCBS Life is seeking motivated and client-focused individuals to join our team as Financial Consultants. In this role, you will work closely with individuals and families to understand their financial goals and provide suitable financial planning solutions. Through structured training and mentorship, you will develop expertise in client relationship management, financial planning, and advisory services. This opportunity is suitable for individuals seeking a long-term professional career in the financial services industry.
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