Financial Consultant

SUMMIT TALENT PTE. LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a dynamic Financial Consultant to join their expanding advisory team. This role involves building strong client relationships, assessing financial needs, and providing tailored advice on investments and insurance. Ideal candidates should have a relevant diploma or degree, with 1-2 years of experience preferred. The position promises an attractive remuneration package including commission and growth opportunities within a collaborative environment.

Benefits

Structured onboarding and professional development

Comprehensive support including prospecting tools

Attractive remuneration package with bonuses

Opportunities for leadership advancement

Qualifications

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

Responsibilities

• Develop and maintain long-term client relationships.
• Conduct financial reviews to understand clients' goals.
• Recommend suitable financial products and strategies.
• Provide clients with market insights and portfolio reviews.
• Collaborate with team leaders to achieve targets.

Skills

Interpersonal skills

Communication skills

Analytical skills

Goal-oriented

Education

Diploma or Degree in Finance, Business, Economics

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.