Personal Financial Consultant

ET MARKETING PTE. LTD.; Singapore; On-site; SGD 60,000 - 110,000; Full time

Benefits offered by this job

Structured training and mentorship

Career progression pathways

Bonuses and incentives

Flexible working hours

Supportive team culture

Job summary

ET MARKETING PTE. LTD. is expanding its financial services team in Singapore, focusing on advising individuals and families on life insurance, health coverage, savings, and investment-linked plans.

You will build long-term relationships through portfolio reviews, identify gaps, and recommend strategies to grow client wealth and your personal brand. The role emphasizes structured training, mentorship, and performance-based income with bonuses.

Qualifications

• MAS regulatory requirements: Age 21+.
• Singaporean or Permanent Resident status for licensing.
• Educational qualifications: A Levels, Diploma, or Degree (any discipline).

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions.
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products.
• Conduct regular client portfolio reviews to assess goals and adjust strategies.

Skills

Client advisory

Wealth planning

Relationship building

Communication

Coaching

Resilience

Personal brand

Education

A Levels, Diploma or Degree (any discipline)

Job description

Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

• Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
• Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
• Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly
• Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
• Build and expand a personal client portfolio by establishing trust and delivering consistent value
• Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention
• Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment
• Communicate complex financial concepts clearly and persuasively to diverse client profiles

Required competencies and certifications

• Meet minimum MAS regulatory requirements: Age 21 years and above
• Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
• Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

• Strong interest in finance, wealth building, and personal development
• Self-motivated with a results-driven mindset
• Positive attitude and resilience in a fast-paced, performance-based environment
• Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

• Structured training and mentorship programs provided
• Clear career progression pathways available
• Performance-based income with bonuses and incentivesFlexible working hours offering autonomy
• Supportive team culture fostering professional development