Financial Services Consultant

Company Description Financial Alliance Pte Ltd is Singapore's leading and award-winning financial advisory firm, driven by values and powered by a people-focused culture. The firm provides individual and corporate clients with unbiased, comprehensive financial advisory services and a one-stop experience in wealth management and financial planning. Its pro-client outlook is reflected in a corporate infrastructure that emphasizes competence, professionalism, and meaningful, needs-based advice. With a wide range of solutions and a strong commitment to aligning recommendations with client goals, Financial Alliance delivers significant value and peace of mind to over 130,000 clients.

Role Description The Financial Services Consultant is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. In this role, the consultant will meet with individual and corporate clients to understand their financial goals, risk profile, and current financial situation, and provide tailored recommendations on wealth management, insurance, investment, and retirement planning solutions. The consultant will prepare and present financial plans, review portfolios regularly, and ensure that clients remain informed about market developments and product changes. Day-to-day responsibilities include conducting financial analysis, coordinating with product specialists, maintaining accurate client documentation, and adhering to regulatory and compliance requirements. The role also involves ongoing client relationship management, prospecting for new clients ethically, and participating in team meetings and training to stay current on financial products and advisory best practices.

Qualifications

• Candidates should possess strong Analytical Skills and a solid understanding of Finance.
• Candidates should possess knowledge of Financial Services and experience in Consulting.
• Candidates should possess excellent Communication skills, both written and verbal.
• Candidates should ideally have client relationship management, presentation, and negotiation skills.
• Relevant academic background in finance, business, economics, or related fields is beneficial.
• Professional certifications in financial advisory or wealth management (e.g., CMFAS, CFP, or equivalent) are an advantage.
• Ability to work ethically under regulatory guidelines, with high integrity and a pro-client mindset.
• Comfort with hybrid work arrangements, digital tools, and maintaining organized, accurate records.