Client Relationship Consultant (Financial Services)

ET Marketing; Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

Et Marketing invites you to build a career in financial services in Singapore, focusing on developing professional expertise, advising clients on financial goals, and growing through structured training and mentorship under a performance-based pathway.

As a Financial Associate, you will assess clients' goals, conduct consultations, and foster long-term relationships while embracing coaching and training to enhance advisory skills and meet performance targets.

Qualifications

• Meet the educational and eligibility criteria of the Financial Associate Scheme.
• Demonstrate effective communication, interpersonal, and relationship-building skills in client interactions.
• Show willingness to learn, accept coaching, and develop consultative selling capabilities.
• Exhibit integrity, professionalism, and a client-first mindset in all engagements.
• Be comfortable with client engagement, business development, and meeting performance targets.

Responsibilities

• Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions.
• Conduct professional client consultations to explain and recommend relevant financial products and services.
• Establish and nurture long-term client relationships to support ongoing financial planning needs.
• Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions.
• Engage actively in training, coaching, and professional development programs to enhance advisory skills.
• Achieve agreed business objectives while upholding high standards of ethics and customer service.

Skills

Communication

Interpersonal skills

Relationship building

Coaching

Integrity

Client-first mindset

Performance-driven

Education

Financial Associate Scheme eligibility

Job description

Job Summary

Build your career in financial services by developing professional expertise, advising clients on financial goals, and growing through structured training and mentorship under a performance-based pathway.

Responsibilities

• Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions
• Conduct professional client consultations to explain and recommend relevant financial products and services
• Establish and nurture long-term client relationships to support ongoing financial planning needs
• Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions
• Engage actively in training, coaching, and professional development programs to enhance advisory skills
• Achieve agreed business objectives while upholding high standards of ethics and customer service

Preferred competencies and qualifications

• Meet the educational and eligibility criteria of the Financial Associate Scheme
• Demonstrate effective communication, interpersonal, and relationship‑building skills in client interactions
• Show willingness to learn, accept coaching, and develop consultative selling capabilities
• Exhibit integrity, professionalism, and a client‑first mindset in all engagements
• Be comfortable with client engagement, business development, and meeting performance targets

Other Information

Compensation and benefits

• Employment‑based career pathway with basic salary, employee benefits, and performance‑based incentives subject to scheme terms
• Specific remuneration details provided during recruitment in line with the approved scheme

Training and career development

• Access to structured training, coaching, and professional development opportunities under the scheme
• Opportunities to strengthen financial services knowledge and develop client advisory capabilities for career progression

We are committed to fair and merit‑based recruitment. Applications are assessed against relevant job requirements, skills, qualifications, and suitability for the role.