Financial Advisor (ENTRY LEVEL)

AQUILA ASCENSION CONSULTANCY; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial consultancy in Singapore seeks motivated individuals to join their strategy and wealth consulting team. The role involves providing tailored financial advice, developing client relationships, and conducting regular financial reviews. Candidates should have strong analytical and communication skills, with a minimum education of A-Levels or equivalent. Fresh graduates and career switchers are encouraged to apply. The company offers competitive salaries, flexible working hours, and professional development opportunities.

Benefits

Competitive salary

Plan your own working hours

Fast-track promotions & overseas incentives

Sponsorship for industry essential exams

Mentorship from experienced advisors

Qualifications

• Must be 21 years old and above.
• Singaporean or Permanent Resident (PR).
• Experience in sales or finance is a plus, but not required.

Responsibilities

• Provide comprehensive financial advice to clients.
• Develop and maintain strong client relationships.
• Conduct regular financial reviews based on clients' circumstances.
• Stay informed about industry trends and products.
• Participate in networking events for professional growth.
• Collaborate with team members to drive agency growth.

Skills

Analytical skills

Communication abilities

Client relationship management

Sales experience

Education

Minimum A-Levels, Local Diploma, or Degree

Job description

We are looking for motivated individuals to join our strategy and wealth consulting team. You’ll work closely with SMEs, entrepreneurs, and high-level professionals to provide tailored financial solutions in a fast-paced environment.

Job Description

The ideal candidate is a strategic thinker with a passion for helping clients achieve their financial goals. They possess strong analytical skills, excellent communication abilities, and a deep understanding of financial planning, investment strategies, and risk management. If you are a motivated, results-driven professional with a commitment to excellence, we would love to hear from you.

No prior experience is required. Fresh graduates, part-time students, and mid-career switchers are welcome.

Key Responsibilities

• Provide comprehensive financial advice to clients, tailoring solutions to meet their unique needs and goals.
• Develop and maintain strong client relationships, ensuring a high level of customer satisfaction and trust.
• Conduct regular financial reviews to update clients’ financial plans based on life changes and market conditions.
• Stay informed about industry trends, products, and regulations to provide the best advice.
• Participate in networking events and professional development workshops to enhance your skills and expand your professional network.
• Collaborate with team members to achieve collective goals and drive agency growth.

Requirements

• Must be 21 years old and above.
• Singaporean or Permanent Resident (PR).
• Education: Minimum A-Levels, Local Diploma, or Degree.
• Experience: Prior experience in sales, and finance is a plus, but not required.

What we offer

• Competitive Salary: $3,000 - $10,000/month (salary matching scheme)
• Plan Your Own Working Hours – Enjoy flexibility and work-life balance.
• Fast-Track Promotions & Overseas Incentives – Get rewarded for your hard work.
• Sponsorship for Industry Essential Exams & Upfront Business Support – We invest in your success.
• Mentorship from Experienced & Achieving Advisors – Learn from the best in the industry.

Apply if You Are

• Confident in engaging with people and sales
• Driven by results, independence, and income scalability
• Ready to build a sustainable and meaningful advisory career