Financial Services Consultant

ET Marketing

Singapore

On-site

SGD 50,000 - 80,000

Full time

6 days ago
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Job summary

Et Marketing in Singapore offers a structured pathway into financial services, focusing on developing professional expertise, advising clients on financial goals, and growing through training and mentorship under a performance-based pathway.

The role involves assessing clients' needs, conducting consultations to tailor financial solutions, and building long-term relationships while upholding high ethical and service standards. Training and career progression are emphasized.

Qualifications

  • Meet the educational and eligibility criteria of the Financial Associate Scheme.
  • Demonstrate effective communication, interpersonal, and relationship-building skills in client interactions.
  • Willingness to learn, accept coaching, and develop consultative selling capabilities.
  • Integrity, professionalism, and a client-first mindset in all engagements.
  • Be comfortable with client engagement, business development, and meeting performance targets.

Responsibilities

  • Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions
  • Conduct professional client consultations to explain and recommend relevant financial products and services
  • Establish and nurture long-term client relationships to support ongoing financial planning needs
  • Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions
  • Engage actively in training, coaching, and professional development programs to enhance advisory skills
  • Achieve agreed business objectives while upholding high standards of ethics and customer service

Skills

Communication skills
Interpersonal skills
Relationship-building
Willingness to learn
Integrity and professionalism
Client engagement
Business development
Target-driven

Education

Educational eligibility for Financial Associate Scheme

Job description

Job Summary

Build your career in financial services by developing professional expertise, advising clients on financial goals, and growing through structured training and mentorship under a performance-based pathway.

Responsibilities
  • Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions
  • Conduct professional client consultations to explain and recommend relevant financial products and services
  • Establish and nurture long-term client relationships to support ongoing financial planning needs
  • Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions
  • Engage actively in training, coaching, and professional development programs to enhance advisory skills
  • Achieve agreed business objectives while upholding high standards of ethics and customer service
Preferred competencies and qualifications
  • Meet the educational and eligibility criteria of the Financial Associate Scheme
  • Demonstrate effective communication, interpersonal, and relationship‑building skills in client interactions
  • Show willingness to learn, accept coaching, and develop consultative selling capabilities
  • Exhibit integrity, professionalism, and a client‑first mindset in all engagements
  • Be comfortable with client engagement, business development, and meeting performance targets
Other Information
Compensation and benefits
  • Employment‑based career pathway with basic salary, employee benefits, and performance‑based incentives subject to scheme terms
  • Specific remuneration details provided during recruitment in line with the approved scheme
Training and career development
  • Access to structured training, coaching, and professional development opportunities under the scheme
  • Opportunities to strengthen financial services knowledge and develop client advisory capabilities for career progression

We are committed to fair and merit‑based recruitment. Applications are assessed against relevant job requirements, skills, qualifications, and suitability for the role.

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