Financial Services Consultant

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 30,000 - 70,000; Full time

Benefits offered by this job

Performance-based income structure

Flexible working arrangements

Comprehensive training and mentorship

Career advancement opportunities

Job summary

PLACEMENT PROFESSIONALS in Singapore is seeking an Entry–Mid Level Financial Services Consultant. In this role, you will guide clients in achieving financial goals through personalized advice and portfolio management.

The position is ideal for driven individuals interested in financial advisory, offering flexible working arrangements and performance-based income. With structured training and mentorship, you'll develop into a capable professional aiming to enhance client lives.

Qualifications

• Self-driven and proactive mindset with an entrepreneurial approach.
• Strong interpersonal and communication skills to connect with diverse individuals.
• High ethical standards with genuine interest in helping clients.

Responsibilities

• Develop and maintain long-term relationships with clients.
• Provide tailored financial advice for wealth protection and planning.
• Design and manage customized financial portfolios.

Skills

Interpersonal skills

Communication skills

Self-driven mindset

Entrepreneurial approach

Job description

Entry–Mid Level | Fresh Graduates, Career Switchers, Sales Professionals

NB. This role is a commission-based role; the salary range included is an average approximate based on past teammates’ earnings.

Overview

Build a meaningful career as a Financial Services Consultant, where you will guide clients in achieving their financial goals across different stages of life. You will provide holistic financial advice covering protection, wealth growth, and legacy planning, while leveraging modern tools and insights to deliver personalized solutions.

The position is well-suited for individuals who are driven, people-oriented, and interested in developing expertise within the financial advisory space. With structured training, mentorship, and a flexible work environment, you will have the foundation to grow both professionally and financially.

Key Responsibilities

• Develop and maintain long-term relationships with clients by understanding their financial objectives and concerns
• Provide tailored financial advice across areas such as wealth protection, accumulation, and legacy planning
• Design and manage customized financial portfolios that adapt to clients’ evolving life stages
• Use digital tools and data insights to deliver informed and impactful recommendations
• Stay updated on financial products, market developments, and regulatory requirements
• Participate in ongoing training, mentorship programmes, and business development activities to enhance your capabilities

Requirements

• A self-driven and proactive mindset with an entrepreneurial approach
• Strong interpersonal and communication skills, with the ability to connect with diverse individuals
• High ethical standards and a genuine interest in helping clients achieve their financial goals
• Willingness to learn and continuously improve

Though not mandatory, candidates with prior experience in sales, marketing, finance, education, or client advisory will have an advantage.

Benefits & Career Development

• Performance-based income structure with uncapped earning potential
• Flexible working arrangements with autonomy over your schedule
• Comprehensive training and mentorship support
• Clear pathways for advancement into leadership or specialist roles
• Opportunity to build a rewarding career that positively impacts clients’ lives

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