[Mid-Career Switch] Financial Services Consultant

Placement Professionals, LLC; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

Placement Professionals, LLC is seeking driven individuals for a commission-based role in the Financial Advisory industry. The positions target Fresh Graduates, Career Switchers, and Sales/Client Servicing professionals looking for new opportunities.

This role invites Mid-Career switchers and executives to explore growth and career progression within a supportive system. Responsibilities include developing product knowledge to advise clients, scheduling meetings, guiding clients toward financial

Qualifications

• Develop in-depth knowledge of financial products to advise clients.
• Schedule meetings with clients to discuss financial needs.
• Build and sustain long-term client relationships.
• Maintain high professionalism with clients and prospects.

Responsibilities

• Develop in-depth knowledge of financial products to advise clients.
• Schedule meetings with clients to discuss financial needs and goals.
• Help clients plan a roadmap towards financial security.
• Develop and sustain long-term client relationships.
• Maintain professionalism with clients and prospects.

Skills

Financial product knowledge

Relationship building

Client meetings

Professionalism

Job description

I also carry more Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry Level | Fresh Graduates, Career Switchers, Sales Professionals)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

We are hiring driven individuals, especially Mid-Career Switchers looking for new fields of opportunity, to join the Financial Advisory industry.

This position is suitable for:

• Fresh Graduates(Just graduated or graduating Jul-Dec 2026)


• Career Switchers / PMETs


• Executives & Professionals from adjacent industries(Sales, Marketing, Events, Client Servicing)


• Existing insurance or investment agents seeking better systems, support, and career progression

Jobscope

• Develope in-depth knowledge of the suite of financial products to advise clients and prospects accordingly.

• Scheduling meetings with clients to discuss their financial needs and goals

• Help client plans a roadmap towards financial security with their needs as the focus

• Developing and sustaining long-term relationships with clients


• Maintain the highest level of professionalism when interacting with clients and prospects

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.