Financial Consultant

WINZ VENTURE PRIVATE LIMITED; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

A dynamic financial consulting firm in Singapore is seeking a Financial Consultant to develop tailored financial strategies for clients. Responsibilities include conducting assessments, identifying business opportunities, and building long-lasting client relationships. Ideal candidates are recent graduates or aspiring entrepreneurs looking to grow in a supportive environment. The role offers personalized mentorship, career development opportunities, and various tangible rewards. Join us to help clients achieve financial growth while advancing your own career.

Benefits

Personalized mentorship

Career growth opportunities

Awards and recognitions

Overseas retreats

Flexible work hours

Qualifications

• Recent graduates looking to launch their career.
• Aspiring entrepreneurs wanting to start a business.
• Professionals seeking improved work-life balance.

Responsibilities

• Conduct financial assessments to devise tailored plans.
• Identify new business opportunities through networking.
• Maintain strong relationships with clients.

Skills

Financial assessment

Client relationship building

Networking

Education

Diploma or higher

Job description

A Career with Purpose and Rewards!

Financial planning is a dynamic process of partnering with clients to craft tailored strategies that align with their unique goals and aspirations. As financial consultant, we guide individuals through managing investments, insurance, and retirement plans, ensuring they achieve financial stability and growth.

The Responsibilities

• Conduct financial assessments with clients to understand their needs and goals and develop personalized financial plans that address protection, investment, and retirement needs.
• Identify and pursue new business opportunities through referrals and networking.
• Build and maintain strong, long-term relationships with clients.

Are You Suitable

• A recent graduate aiming to launch a career successfully.
• An aspiring entrepreneur eager to embark on a business and entrepreneurial journey.
• A working professional seeking a new career to enhance quality of life.
• A parent striving to balance a fulfilling career with quality time for the children.

What We Offer

• Personalized mentorship
• Career growth and fulfillment opportunities
• Tangible perks and recognition awards
• Overseas retreat and convention
• Work-life balance with flexible hours

The Requirements

• At least adiploma, advanced/higher/graduate diploma, or higher.
• Willingness to continuously learn and with a strong sense of responsibility.

Ready to Take the Next Step? If you’re ready to embark on a rewarding career as a Financial Consultant, where your efforts will be supported and your achievements celebrated, we’d love to have you. Join us in helping our clients build brighter financial futures while enjoying a career that offers both professional success and personal satisfaction.

Apply today and become part of our team!