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Financial Solutions Consultant

Financial Solutions Consultant

kaptivate llp
Fresher
SGD 8,000 - 10,000 per month
  • Posted an hour ago
  • Be among the first 10 applicants

Job Description

Financial Solutions Consultant (Financial Services)

Fresh Graduates Welcome | Training & Mentorship | Career Development Opportunities

Your People Skills Could Be the Start of Something Bigger!

Are you passionate about helping people, exploring financial solutions, and building meaningful professional relationships

We're looking for motivated, confident, and driven individuals to join our growing financial services team as Financial Solutions Consultants!

This opportunity is ideal for fresh graduates and individuals who are eager to develop their knowledge of financial planning, wealth solutions, and client relationship management, while gaining practical experience in a dynamic industry.

With structured training and guidance, you'll have the opportunity to strengthen your professional skills and explore long-term career opportunities in financial services.

What You'll Be Doing

  • Engage with clients to understand their financial needs, goals, and priorities

  • Conduct financial needs analysis and support personalised financial planning discussions

  • Introduce suitable financial products and solutions based on clients objectives

  • Build and maintain strong, long-term client relationships

  • Assist with client reviews, follow-ups, and documentation

  • Develop new client relationships through networking, outreach, and business development activities

  • Stay informed about financial products, market developments, and industry trends

  • Participate in training and professional development programmes

  • Work alongside experienced professionals to strengthen your financial knowledge and advisory skills

Who We're Looking For

  • Diploma or Degree holders fresh graduates are welcome

  • Strong communication and interpersonal skills

  • Confident and comfortable interacting with people

  • Interested in financial planning, wealth management, or personal finance

  • Self-motivated, proactive, and willing to learn

  • Goal-oriented with a positive attitude

  • Good problem-solving and relationship-building skills

  • Responsible, organised, and detail-oriented

  • Able to work independently and as part of a team

  • No prior financial services experience required - training will be provided

What You Can Look Forward To

  • Structured Training - Develop essential financial planning and advisory knowledge

  • Mentorship & Guidance - Learn from experienced industry professionals

  • Career Development - Opportunities to grow professionally and take on greater responsibilities

  • Practical Industry Exposure - Gain experience in financial solutions and client engagement

  • Professional Growth - Strengthen your communication, analytical, and business development skills

  • Supportive Team Environment - Work alongside motivated and collaborative professionals

Make Your Next Career Move Count!

If you're someone who enjoys connecting with people, embraces new challenges, and wants to build a meaningful career in financial services, we'd love to hear from you!

Apply today and discover where a career in financial services can take you!

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