Client Financial Advisor

KAPTIVATE LLP; Singapore; On-site; SGD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Flexible work

Performance-based pay

Career progression

Team culture

Job summary

KAPTIVATE LLP is seeking a Client Financial Consultant in Singapore. You will partner with individuals and families to understand their financial goals and provide personalised wealth-building strategies. The role emphasizes training, mentorship and a supportive, collaborative team environment.

Ideal candidates are Singaporean or Singapore PR with a local diploma or degree and strong communication skills. No prior financial services experience is required, and we offer flexible working

Qualifications

• No prior financial services experience required.
• Minimum local diploma or degree.
• Strong interpersonal and communication skills.
• Self-motivated with a growth mindset.

Responsibilities

• Meet with clients to understand financial goals and priorities.
• Develop personalised strategies tailored to each client's needs.
• Provide guidance on wealth accumulation, protection and retirement planning.
• Build long-term relationships through trusted advice and ongoing support.
• Stay informed on market trends and financial solutions to better serve clients.
• Continually develop knowledge through structured training and mentorship.

Skills

Interpersonal skills

Communication skills

Growth mindset

Education

Local Diploma or Degree

Job description

Client Financial Consultant

Help People Build Financial Confidence. Build a Career You'll Be Proud Of.

Are you passionate about working with people and making a meaningful impact? As a Client Financial Consultant, you'll partner with individuals and families to understand their financial goals and provide personalised strategies that help them protect, grow and manage their wealth.

Whether you're a fresh graduate or exploring a career change, you'll receive comprehensive training, mentorship and continuous support to build a successful and rewarding career.

What You'll Do

• Meet with clients to understand their financial goals and priorities
• Develop personalised financial strategies tailored to each client's needs
• Provide guidance on wealth accumulation, investment planning, protection and retirement planning
• Build long-term relationships through trusted advice and ongoing support
• Stay informed on market trends and financial solutions to better serve clients
• Continuously develop your knowledge through structured training and mentorship

What We Offer

• Comprehensive training and mentorship
• Flexible working arrangements
• Attractive performance-based remuneration
• Clear career progression opportunities
• A supportive and collaborative team culture

Who We're Looking For

• Singaporean or Singapore PR
• Minimum Local Diploma or Degree
• Strong interpersonal and communication skills
• Self-motivated with a positive attitude and growth mindset
• Passionate about helping people achieve their financial goals

No prior experience in financial services is required. If you're willing to learn, we'll equip you with the knowledge and skills to succeed.

Why Join Us?

We believe financial advice goes beyond numbers—it's about empowering people to make confident decisions for their future. As a Client Financial Consultant, you'll have the opportunity to build meaningful relationships, create lasting impact, and grow a career with unlimited potential.