Financial Consultant

Job Responsibilities

• Build and maintain a strong clientele database
• Conduct fact-finding interviews to identify clients’ financial objectives
• Analyse client data to recommend suitable financial strategies
• Deliver tailored insurance and investment solutions to meet clients’ unique needs
• Establish and maintain long-term client relationships through periodic reviews and follow-ups
• Provide sound financial advice while adhering strictly to compliance and regulatory requirements
• Actively engage potential customers to expand the customer base
• Participate in structured training and mentorship programs to support career progression
• Leverage a proven performance-based framework with stable monthly payouts

Requirements

• GCE ‘A’ Level with passes
• International Baccalaureate (IB) Diploma, or
• Polytechnic Diploma awarded in Singapore or equivalent