Financial Services Consultant

finexis advisory Pte Ltd; Singapore; On-site; SGD 40,000 - 60,000; Full time

Benefits offered by this job

Structured mentorship

Supportive team culture

Job summary

PPPartners, a client-centric financial advisory group, seeks self-motivated individuals to build and manage a growing client portfolio through networking, referrals, and community outreach. You will deliver holistic wealth solutions and conduct needs analyses to tailor suitable plans.

The role offers structured mentorship, ongoing training, and a performance-based earning potential within a collaborative team.

Qualifications

• Self-starters who are coachable and hungry to grow.
• Strong communication and people skills — comfortable building relationships from scratch.
• Entrepreneurial mindset; comfortable with performance-based earning potential.
• No prior finance experience required — full training provided.
• Degree/diploma holder preferred, but attitude matters more than paper qualifications.

Responsibilities

• Build and manage a client portfolio through networking, referrals, and community outreach
• Provide one stop solution from wealth protection to accumulation to distribution planning
• Conduct financial needs analyses and recommend suitable plans
• Maintain long-term client relationships through regular reviews and servicing
• Participate in ongoing training to build product knowledge and advisory skills

Skills

Communication skills

People skills

Entrepreneurial mindset

Coachability

Self-starter

Education

Degree or diploma

Job description

PPPartners is founded in 2007 by 2 mentors, with the intent to build a culture of Personal Professional Partnerships. It’s a financial advisory group with collaborative leaderships to groom FCs in all aspects. We focus on building character and growth for a long term and sustainable career with us

Build and manage a client portfolio through networking, referrals, and community outreach

Provide one stop solution from wealth protection to accumulation to distribution planning

Conduct financial needs analyses and recommend suitable plans

Maintain long-term client relationships through regular reviews and servicing

Participate in ongoing training to build product knowledge and advisory skills

What we’re looking for

• Self-starters who are coachable and hungry to grow
• Strong communication and people skills — comfortable building relationships from scratch
• Entrepreneurial mindset; comfortable with performance-based earning potential
• No prior finance experience required — full training provided
• Degree/diploma holder preferred, but attitude matters more than paper qualifications

What you’ll get

• Structured mentorship and a proven client-acquisition framework
• A supportive team culture that celebrates wins together