Financial Consultant: Hybrid Role, Mentorship & Growth

Placement Professionals; Singapore; Hybrid; SGD 40,000 - 60,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Hybrid work arrangement

Lead-generation and automation tools

Job summary

Placement Professionals is seeking individuals to build a professional practice as financial consultants in Singapore. You will prospect, meet clients, assess financial needs, and tailor suitable solutions while developing long-term relationships.

The role emphasizes coaching, structured onboarding with licensing support, and a hybrid working arrangement to balance autonomy with guidance from leadership.

Qualifications

• 21 years old minimum.
• Diploma, IB Diploma, or Degree or equivalent.
• No prior financial services experience required; training provided.

Responsibilities

• Prospecting and engaging potential clients.
• Conducting client appointments and understanding financial needs.
• Recommending suitable financial solutions based on client goals.
• Building and managing long-term client relationships.
• Staying current on products and market developments with timely follow-up.

Skills

Strong communicator

Self-motivated

Organised

Coaching-minded

Growth mindset

Education

Diploma (polytechnic)

IB Diploma

Bachelor's degree

Job description

Placement Professionals is seeking individuals to build a professional practice as financial consultants in Singapore. You will prospect, meet clients, assess financial needs, and tailor suitable solutions while developing long-term relationships.

The role emphasizes coaching, structured onboarding with licensing support, and a hybrid working arrangement to balance autonomy with guidance from leadership.