Financial Planning Advisor - Flexible Hours & Mentorship

WINZ VENTURE PRIVATE LIMITED; Singapore; On-site; SGD 42,000 - 60,000; Full time

Benefits offered by this job

Personal mentorship

Career growth

Recognition awards

Overseas retreats

Flexible hours

Job summary

WINZ VENTURE PRIVATE LIMITED is seeking a Financial Consultant to partner with clients in Singapore, crafting tailored strategies across investments, insurance, and retirement to help them achieve financial stability and growth. You will conduct financial assessments, develop personalized plans, build lasting client relationships, and pursue new business through referrals and networking.

The role offers mentorship, career growth, tangible rewards, overseas retreats, and a healthy work-life

Qualifications

• At least a diploma or higher qualification.
• Willingness to learn and with a strong sense of responsibility.

Responsibilities

• Conduct financial assessments to tailor personal financial plans for clients.
• Identify and pursue new business through referrals and networking.
• Build and maintain long-term client relationships.

Education

Diploma or higher

Job description

WINZ VENTURE PRIVATE LIMITED is seeking a Financial Consultant to partner with clients in Singapore, crafting tailored strategies across investments, insurance, and retirement to help them achieve financial stability and growth. You will conduct financial assessments, develop personalized plans, build lasting client relationships, and pursue new business through referrals and networking.

The role offers mentorship, career growth, tangible rewards, overseas retreats, and a healthy work-life