Financial Services Consultant

Taqwa Organisation; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

TAQ Wealth Associates in Singapore is seeking a Financial Services Consultant to meet clients, assess their financial goals, and design tailored plans across savings, investments, protection, and retirement.

You will conduct needs analysis, present suitable solutions, and manage implementation while building long-term client relationships. The role emphasizes ethical practice, client-centric service, and ongoing professional development.

Qualifications

• Strong client advisory and relationship skills.
• Solid financial planning and analysis capabilities.
• Sales and business development experience.
• Excellent communication and interpersonal skills.
• Professionalism with ethical standards.
• Academic qualifications in finance/business/economics; certifications are a plus.
• Prior experience in financial services preferred; structured training available.

Responsibilities

• Meet with clients to understand financial goals and assess their current finances.
• Develop tailored plans covering savings, investments, protection, and retirement.
• Conduct financial needs analysis and present suitable solutions.
• Follow up on implementation of financial plans and maintain client relationships.
• Stay updated on financial products, market trends, and regulatory requirements.
• Participate in structured training and team activities to enhance proficiency.

Skills

Client advisory

Relationship management

Active listening

Communication

Wealth planning

Sales

Business development

Analytical skills

Organizational skills

Ethics

Education

Finance degree

Economics degree

Certifications

Job description

Company Description

TAQ Wealth Associates (TAQWA) is a financial planning firm dedicated to improving lives through comprehensive and personalized wealth management strategies. Established in 2013, the organization has grown from a small team to a strong group of associates and is now recognized as one of the reputable firms in the market. TAQWA is driven by the belief that everyone deserves equal opportunity to achieve financial freedom and realize their financial goals. The firm focuses on understanding clients’ needs and designing customized financial blueprints to support sound decision‑making and long‑term security. Team members benefit from strong technical training, cohesive teamwork, and a dynamic environment that supports personal growth, career progression, and meaningful impact.

Role Description

This is a full-time, on-site Financial Services Consultant role based in Singapore. The consultant will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored plans covering areas such as savings, investments, protection, and retirement planning. Day-to-day responsibilities include conducting financial needs analysis, presenting suitable solutions, following up on implementation of financial plans, and maintaining long-term client relationships. The role also involves staying updated on financial products, market trends, and regulatory requirements, as well as participating in structured training and team activities to enhance technical proficiency and service quality. Consultants are expected to uphold TAQWA’s commitment to ethical practices, client-centric service, and continuous learning.

Qualifications

• Candidates should possess strong client advisory and relationship-management skills, including active listening, clear communication, and the ability to build trust with diverse clients.
• Candidates should possess financial planning and analysis capabilities, such as understanding of wealth management concepts, risk profiling, and development of customized financial strategies.
• Candidates should possess sales and business development skills, including prospecting, presenting solutions, handling objections, and maintaining a consistent pipeline of new and existing clients.
• Candidates should possess organizational and analytical skills, such as attention to detail, documentation accuracy, time management, and the ability to interpret financial data and market information.
• Candidates should possess professionalism and ethical standards, demonstrating integrity, compliance with regulatory guidelines in Singapore, and commitment to client confidentiality.
• Relevant academic qualifications in finance, business, economics, or related fields are beneficial; professional certifications in financial planning or insurance advisory will be an advantage.
• Prior experience in financial services, banking, insurance, or investment advisory is preferred, though structured training is available for motivated individuals seeking to build a long-term career in the industry.