Financial Solutions Consultant for Fresh Grads | Training & Mentorship

KAPTIVATE LLP

Singapore

On-site

SGD 32,000 - 52,000

Full time

2 days ago

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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

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.

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