Financial Consultant

Success Human Resource Centre; Singapore; On-site; SGD 11,000 - 56,000; Full time

Job summary

Success Human Resource Centre Pte Ltd in Singapore is seeking a financial planning advisor to understand client needs and offer tailored solutions across wealth accumulation, protection, retirement and investments. You will build long-term relationships with clients, prospect and grow your book with a hunter mindset, stay updated on market trends, and conduct reviews to keep clients on track while meeting ethical standards.

Minimum Local Diploma; open to candidates without experience.

Qualifications

• Minimum Local Diploma.
• Open to candidates without experience.

Responsibilities

• Understand client needs and provide tailored financial planning solutions.
• Build long-term, trust-based client relationships with integrity and follow-ups.
• Proactively prospect, network, and grow your client base with a hunter mindset.
• Continuously develop financial knowledge and stay updated on market trends.
• Conduct reviews to keep clients aligned with their financial goals.
• Meet and exceed sales and activity targets with professionalism and ethics.
• Uphold company values and act in clients' best interests.

Education

Minimum Local Diploma

Job description

Responsibilities

• Understand client needs and provide tailored financial planning solutions (wealth accumulation, protection, retirement, investments)
• Build long-term, trust-based relationships with clients through integrity and consistent follow-ups
• Proactively prospect, network, and grow your client base with a hunter mindset
• Continuously develop financial knowledge and stay updated on market trends
• Conduct reviews to ensure clients stay aligned with their financial goals
• Meet and exceed sales and activity targets while maintaining professional and ethical standards
• Uphold company values and act in the best interest of clients at all times

Period

• Permanent
• $1,000 - $5,000 Basic

Working hours

Location

• Lorong Chuan

Requirements

• Minimum Local Diploma
• Open to candidates without experience

Success Resource Centre Pte Ltd (EA License Number: 04C3201)