Financial Consultant

WECRUIT PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading recruitment firm in Singapore is seeking a Financial Consultant to guide clients in wealth accumulation and retirement planning. Responsibilities include managing financial portfolios and providing personalized investment strategies. The ideal candidate possesses strong analytical skills and a relevant financial certification. This role offers flexible hours, full training, and opportunities for career growth.

Benefits

Performance-based rewards

Flexible hours

Full training provided

Career growth opportunities

Qualifications

• Strong analytical skills and understanding of financial products.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage time effectively.

Responsibilities

• Analyze and manage client portfolios.
• Advise on wealth, retirement & cash flow strategies.
• Recommend investment & protection products.

Skills

Portfolio management

Client relationship management

Financial advisory

Education

Relevant certifications in financial planning

Job description

Financial Consultant / Wealth Planning Associate

Your Role: You will guide clients through wealth accumulation, retirement planning, and cash flow management while offering customized solutions such as unit trusts, ETFs, structured notes, and insurance/retirement plans. You will manage their financial portfolios and support them in achieving long‑term goals.

Key Responsibilities:

• Analyze and manage client portfolios
• Advise on wealth, retirement & cash flow strategies (DPMS)
• Recommend suitable investment & protection products
• Build and maintain strong client relationships
• Conduct regular portfolio reviews
• Provide ongoing financial education and guidance

What You Can Expect:

• Full training provided — from fundamentals to advanced advisory techniques
• Work at your own pace — flexible hours and full autonomy
• Activities = results — performance‑based rewards and high‑earning potential
• Opportunities for career growth, specialization & leadership roles
• Supportive culture with continuous learning and mentorship

We appreciate your interest and look forward to reviewing your application. Due to high application volume, only shortlisted candidates will be contacted — thank you for your understanding!

WeCruit Pte Ltd | EA License No. 20C0270

EA Personnel: Tan Soon Hock (Steven) | Registration No. R1109889