Junior Financial Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

Start a rewarding career in Financial Advisory where you can help individuals and businesses achieve greater financial confidence and security.
This role provides the opportunity to build meaningful client relationships while developing expertise in wealth planning, protection, and financial solutions.
We are looking for driven individuals who are committed to personal growth, professional development, and making a positive impact on clients financial journeys.

Responsibilities:

• Understand and support clients financial goals by providing solutions for protection, savings, investments, healthcare, retirement, business continuity, and estate planning needs.
• Deliver continuous and value-added service to clients, guiding them through their financial planning needs at different stages of their lives.
• Acquire new business opportunities while maintaining and strengthening existing client relationships.
• Conduct professional negotiations and discussions with potential clients to establish suitable agreements.
• Process documentation accurately and maintain proper records.
• Provide financial planning solutions for both individual and corporate clients, focusing on risk management, wealth creation, succession, and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active 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.