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.

Key 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

What We Offer

Structured onboarding and training programme
Mentorship from experienced financial services professionals
Support for professional licensing and certification requirements
Continuous learning and development opportunities
Clear career progression pathway
Flexible work arrangements
Collaborative and supportive working environment

Preferred Traits

Interest in financial planning and personal finance
Strong relationship-building skills
Professional, responsible, and adaptable mindset
Growth-oriented and committed to continuous learning