Financial Consultant

WEALTH COACH LLP; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial consultancy firm in Singapore is looking for a Financial Consultant to join their dynamic team. The role emphasizes client management and consultative selling to provide customized financial solutions. Candidates must be at least 21 years old and possess relevant academic qualifications. The firm offers competitive compensation along with networking opportunities and personal development. If you are passionate about making a significant impact in the financial sector, we encourage you to apply and reach your full potential.

Benefits

Competitive monthly allowance

Overseas incentive trips

Networking opportunities

Qualifications

• Must be at least 21 years old as required by MAS.
• Fresh graduates and mid-career switchers are welcome.
• Must be Singaporean or Singapore PR.

Responsibilities

• Acquire and manage clients’ insurance portfolios.
• Cultivate long-lasting trustworthy relationships.
• Guide clients through personalised financial planning.
• Offer recommendations on insurance products.

Skills

Communication skills

Leadership skills

Sales skills

Consultative selling

Education

GCE 'A' Level certificate

International Baccalaureate Diploma

Diploma from a Polytechnic in Singapore

Job description

LEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!

Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part our winning team. Take the next step in your career today and unlock your full potential with us!

Benefits:

• Competitive monthly allowance of up to $15k, including additional incentives.
• Elevate your communication and leadership skills
• Dive into the sea of networking opportunities, connecting you with potential leads
• Aspire to be one of our Financial Services Manager
• Enjoy exclusive overseas incentive trips as a high achiever
• Terms & Conditions Apply.

Description:

Join us as a Financial Consultant and be part of a team driven by sales and service excellence. We prioritise our clients' needs above all, engaging in consultative selling to provide comprehensive customised financial solutions with integrity. If you are a competitive individual passionate about standing out to thrive in this dynamic environment, join us in shaping financial futures with unwavering commitment.

Commissions & Incentives are payable based on individual.

About us:

At our company, where service comes first, always. We are not just financial consultants; we’re changemakers. With passion and determination, we’re shaping the industry for the better and making an impact that lasts.

Job Responsibilities:

• Acquire and manage a pool of clients’ insurance portfolios and maximise these opportunities for growth and success.
• Cultivate long-lasting trustworthy relationships with clients.
• Empower clients to achieve their dreams by guiding them through personalised financial planning.
• Offer recommendations on insurance products that align with clients’ financial needs.

Job Requirements:

• Candidates must be at least 21 years old as stipulated under MAS regulatory requirements (Notice FAA-N26).
• A full certificate in GCE 'A' Level.
• International Baccalaureate Diploma qualification.
• Diploma awarded by a Polytechnic in Singapore.
• or any other academic qualification which is equivalent to the above qualifications.
• Suitable for people who are looking for a mid-career switch, fresh grads are welcome.
• Must be Singaporean or Singapore PR.