Financial Solutions Consultant

KAPTIVATE LLP; Singapore; On-site; SGD 32,000 - 52,000; Full time

Benefits offered by this job

Structured Training

Mentorship

Career Development

Job summary

KAPTIVATE LLP in Singapore is seeking Financial Solutions Consultants to help clients explore financial planning, wealth solutions, and personal finance. Fresh graduates are welcome, with structured training and mentorship to build advisory skills in a dynamic financial services team.

You will engage clients, perform needs analyses, and develop long-term relationships while gaining practical experience and opportunities for professional growth in a supportive environment.

Qualifications

• Fresh graduates welcome to apply
• Strong communication and interpersonal skills
• Confident and effective in client interactions
• Interest in financial planning, wealth management, or personal finance

Responsibilities

• Engage with clients to understand financial needs and goals
• Conduct financial needs analyses and support planning discussions
• Introduce suitable financial products based on client objectives
• Build and maintain long-term client relationships
• Assist with client reviews, follow-ups and documentation
• Develop new client relationships through networking and outreach
• Stay informed about financial products, market developments and industry trends
• Participate in training and professional development programs
• Collaborate with experienced professionals to grow advisory skills

Education

Diploma or Degree holders

Job description

Financial Solutions Consultant (Financial Services) Fresh Graduates Welcome | Training & Mentorship | Career Development Opportunities

Your People Skills Could Be the Start of Something Bigger!

Are you passionate about helping people, exploring financial solutions, and building meaningful professional relationships?

We're looking for motivated, confident, and driven individuals to join our growing financial services team as Financial Solutions Consultants!

This opportunity is ideal for fresh graduates and individuals who are eager to develop their knowledge of financial planning, wealth solutions, and client relationship management, while gaining practical experience in a dynamic industry.

With structured training and guidance, you'll have the opportunity to strengthen your professional skills and explore long-term career opportunities in financial services.

What You'll Be Doing

• Engage with clients to understand their financial needs, goals, and priorities
• Conduct financial needs analysis and support personalised financial planning discussions
• Introduce suitable financial products and solutions based on clients' objectives
• Build and maintain strong, long-term client relationships
• Assist with client reviews, follow-ups, and documentation
• Develop new client relationships through networking, outreach, and business development activities
• Stay informed about financial products, market developments, and industry trends
• Participate in training and professional development programmes
• Work alongside experienced professionals to strengthen your financial knowledge and advisory skills

Who We're Looking For

• Diploma or Degree holders; fresh graduates are welcome
• Strong communication and interpersonal skills
• Confident and comfortable interacting with people
• Interested in financial planning, wealth management, or personal finance
• Self-motivated, proactive, and willing to learn
• Goal-oriented with a positive attitude
• Good problem-solving and relationship-building skills
• Responsible, organised, and detail-oriented
• Able to work independently and as part of a team
• No prior financial services experience required - training will be provided

What You Can Look Forward To

• Structured Training - Develop essential financial planning and advisory knowledge
• Mentorship & Guidance - Learn from experienced industry professionals
• Career Development - Opportunities to grow professionally and take on greater responsibilities
• Practical Industry Exposure - Gain experience in financial solutions and client engagement
• Professional Growth - Strengthen your communication, analytical, and business development skills
• Supportive Team Environment - Work alongside motivated and collaborative professionals

Make Your Next Career Move Count!