Financial Consultant

SUMMIT TALENT PTE. LIMITED; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a dynamic Financial Consultant to join its expanding advisory team. The role involves building client relationships and offering professional advice on investment, insurance, and retirement planning. Candidates should possess a diploma or degree in related fields and preferably have 1-2 years of experience. Comprehensive support and attractive remuneration package are offered, along with opportunities for growth and leadership advancement.

Benefits

Structured onboarding

Continuous professional development

Comprehensive support and marketing resources

Attractive remuneration with commission and bonuses

Leadership advancement opportunities

Qualifications

• 1-2 years of experience in financial advisory, banking, or insurance preferred (fresh graduates welcome).
• Singaporean or PR required due to licensing.

Responsibilities

• Develop and maintain long-term client relationships.
• Conduct financial reviews to understand clients’ goals.
• Recommend financial products and strategies.
• Provide clients with market insights and portfolio reviews.
• Work collaboratively to achieve targets.
• Participate in training to stay updated on financial practices.
• Uphold compliance with MAS guidelines.

Skills

Interpersonal skills

Communication skills

Analytical skills

Goal-oriented mindset

Education

Diploma or Degree in Finance, Business, Economics or related disciplines

Job description

About the Role

We are looking for dynamic and driven Financial Consultant to join our client’s expanding advisory team. The role offers a rewarding career path for individuals passionate about helping clients achieve their financial goals through tailored wealth management and protection strategies.

As a Financial Consultant, you will build meaningful client relationships, assess financial needs, and provide professional advice on investment, insurance, and retirement planning solutions.

Key Responsibilities

• Develop and maintain long-term client relationships through trust and professional service.
• Conduct financial reviews to understand clients’ goals, risk appetite, and current financial status.
• Recommend suitable financial products and strategies across insurance, investment, and retirement planning.
• Provide clients with up-to-date market insights and portfolio reviews.
• Work collaboratively with team leaders and peers to achieve both individual and group targets.
• Participate in ongoing training and development programs to stay updated on financial regulations, product offerings, and advisory best practices.
• Uphold compliance with MAS guidelines and ensure ethical, client-first advisory practices.

Requirements

• Diploma or Degree in Finance, Business, Economics, or related disciplines.
• Preferably 1–2 years of experience in financial advisory, banking, or insurance (fresh graduates are also welcome).
• Possess strong interpersonal, communication, and analytical skills.
• Resilient, self-motivated, and goal-oriented individual with a passion for personal growth and success.
• Must be Singaporean or PR (due to licensing requirements).

What’s Offered

• Structured onboarding and continuous professional development.
• Comprehensive support including prospecting tools, lead-generation assistance, and marketing resources.
• Attractive remuneration package with commission, incentives, and performance bonuses.
• Opportunities for leadership advancement and specialisation in wealth management or advisory team development.
• Supportive, collaborative, and growth-oriented work environment.