Financial Consultant (No Exp / Good Benefits / Basic + Comms)

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 40,000 - 60,000; Full time

Benefits offered by this job

Monthly allowance

Overseas trips

Mentorship program

Development modules

Lead generation platform

Job summary

PLACEMENT PROFESSIONALS in Singapore is seeking aspiring financial planners to craft customized wealth blueprints for clients and guide them through retirement planning, educational funding, and investment strategies.

No prior work experience is required. The program includes CMFAS certifications, mentorship, development modules, and a structured path with monthly allowances and overseas incentives.

Qualifications

• At least 21 years of age.
• No work experience required.
• Must meet MAS-FAA regulations.
• Good interpersonal skills.

Responsibilities

• Formulate customized wealth blueprints tailored to clients’ financial goals and asset protection needs.
• Assist clients with strategic financial mapping across retirement, education funding, and investments.
• Offer targeted advice on capital growth aligned with long-term objectives.
• Build long-term, trusted client relationships.
• Stay informed on market dynamics, asset instruments, and macroeconomic trends.

Skills

Interpersonal skills

Communication

Sales & Marketing

Client relationships

Motivation

Education

GCE A Level certificate

IB Diploma

Polytechnic diploma

Tools

CMFAS

Job description

Roles and Responsibilities

• Formulate customized wealth blueprints tailored to the distinct financial goals and asset protection needs of each individual.
• Assist account holders with strategic financial mapping across retirement horizons, educational funding, and investment vehicles.
• Offer targeted advice to clients regarding capital growth frameworks aligned with their long-term objectives.
• Build long-term and trusted relationships with clients.
• Stay informed on shifting market dynamics, asset instruments, and macroeconomic trends impacting the financial landscape.

What We Offer:

• Access to multiple battle-tested systems engineered to launch and accelerate your professional trajectory.
• Zero requirement to solicit personal networks, family members, or friends to generate prospective business.
• provide customizable leads platform
• Provide 1 to 1 mentorship.
• Comprehensive developmental modules led by industry specialists to sharpen both your technical expertise and interpersonal capabilities.
• Monthly allowance and other cash incentives.
• Overseas trip incentives.

Eligibility

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
• Good interpersonal skills.
• Display a high level of dedication, intrinsic motivation, and a strong drive to excel.
• No work experience required.

Technical Skills and Competencies You Will Learn

• Core Principles of Risk Management and Asset Allocation Frameworks
• Certifications in CMFAS
• Communication and Networking Skills
• Sales and Marketing Skills
• Client Relationship Management