Financial Services Consultant

FORWARD MOTION PTE. LTD.; Singapore; Hybrid; SGD 80,000 - 100,000; Full time

Job summary

A financial advisory practice in Singapore is seeking an experienced Financial Services Consultant. This role involves providing regulated advisory services covering protection, health, and wealth planning. Candidates should have at least 2 years of relevant experience along with necessary CMFAS certifications. The successful applicant will enjoy strong client engagement, a collaborative culture, and significant earning potential with flexible working arrangements.

Benefits

Premium central office facilities

High-quality digital tools

Structured capability development

Qualifications

• Minimum 2 years’ experience in financial advisory, insurance or wealth roles.
• Proven capability in prospecting and client engagement.
• Familiarity with platform-based or multi-insurer advisory environments is an advantage.

Responsibilities

• Conduct consultations, fact-finding and risk profiling.
• Develop and present tailored financial planning recommendations.
• Manage servicing, claims support and portfolio reviews.
• Build and retain client relationships through networking.
• Maintain accurate documentation and suitability records.
• Coordinate with compliance, underwriting and operations functions.
• Meet activity expectations and advisory performance benchmarks.

Skills

Client engagement

Prospecting

Communication

Relationship building

Education

CMFAS certifications: RES5, M9, M9A, HI

Job description

Financial Services Consultant

Singapore | Full Time | Hybrid

Are you looking for a higher earning potential, industry leading incentives, sponsored higher certification programs, multi-product accessibility and a professional advisory platform where you can deepen your expertise, grow your portfolio, and progress toward leadership opportunities?

Our client is a financial advisory practice offering experienced Financial Services Consultants a strong infrastructure, premium facilities and a collaborative environment that enables high-quality advisory work and scalable earnings.

The Financial Services Consultant will provide regulated advisory services covering protection, health, wealth accumulation, retirement, investment and legacy planning needs. You will conduct financial needs analysis, deliver suitable recommendations, manage client relationships and ensure advisory conduct standards are met in accordance with MAS guidelines.

Key Responsibilities

• Conduct consultations, fact‑finding and risk profiling
• Develop and present tailored financial planning recommendations
• Manage servicing, claims support and portfolio reviews
• Build and retain client relationships through networking and referrals
• Maintain accurate documentation and suitability records
• Coordinate with compliance, underwriting and operations functions
• Meet activity expectations and advisory performance benchmarks

Requirements

• CMFAS certifications: RES5, M9, M9A, HI (M8/M8A advantageous)
• Minimum 2 years’ experience in financial advisory, insurance or wealth roles
• Proven capability in prospecting, client engagement and advisory servicing
• Familiarity with platform‑based or multi‑insurer advisory environments is an advantage
• Strong communication and relationship‑building skills

What’s on Offer

This role is suited to Financial Services Consultants who value a reputable organisation with strong infrastructure and an established advisory team. Our client provides premium central office facilities, dedicated meeting spaces, high-quality digital tools, flexible working arrangements and a collaborative culture designed to help you succeed.

Consultants benefit from structured capability development, advanced training pathways, leadership progression opportunities and a remuneration framework that rewards performance. You will be supported by operations, compliance and specialist teams, enhancing your ability to focus on client work and production outcomes.

Who Thrives Here

You will do well in this role if you demonstrate integrity, professionalism and accountability, and take pride in operating within a client-first environment. You enjoy engaging clients, building relationships, continuous learning and functioning as part of a well-established team where quality and performance matter.

Next Steps

If you are an experienced Financial Services Consultant seeking an established platform, strong enablement and significant earning potential, we invite you to apply today for a confidential discussion on how this opportunity aligns with your career objectives.

Apply today for a confidential discussion.

EA Licence: 19S9698
KAH Licence: R1548541