Financial Consultant

WINZ VENTURE PRIVATE LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a Financial Consultant. This role focuses on partnering with clients to create tailored financial plans, manage investments, and provide retirement solutions. Ideal for recent graduates or aspiring entrepreneurs, this position offers personalized mentorship, opportunities for career growth, and work-life balance with flexible hours. If you're ready to influence client futures positively, apply to join our supportive team today.

Benefits

Personalized mentorship

Career growth opportunities

Tangible perks and recognition awards

Overseas retreat and convention

Work-life balance with flexible hours

Qualifications

• Recent graduate aiming to launch a career successfully.
• Aspiring entrepreneur eager to embark on a business journey.
• Working professional seeking a new fulfilling career.
• Parent striving to balance career with quality time.

Responsibilities

• Conduct financial assessments to create personalized financial plans.
• Identify and pursue new business opportunities.
• Build and maintain long-term client relationships.

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!