Client Relationship Consultant (Financial Services)

Job Summary

Build your career in financial services by developing professional expertise, advising clients on financial goals, and growing through structured training and mentorship under a performance-based pathway.

Responsibilities

• Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions
• Conduct professional client consultations to explain and recommend relevant financial products and services
• Establish and nurture long-term client relationships to support ongoing financial planning needs
• Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions
• Engage actively in training, coaching, and professional development programs to enhance advisory skills
• Achieve agreed business objectives while upholding high standards of ethics and customer service

Preferred competencies and qualifications

• Meet the educational and eligibility criteria of the Financial Associate Scheme
• Demonstrate effective communication, interpersonal, and relationship-building skills in client interactions
• Show willingness to learn, accept coaching, and develop consultative selling capabilities
• Exhibit integrity, professionalism, and a client-first mindset in all engagements
• Be comfortable with client engagement, business development, and meeting performance targets

Other Information

Compensation and benefits

• Employment-based career pathway with basic salary, employee benefits, and performance-based incentives subject to scheme terms
• Specific remuneration details provided during recruitment in line with the approved scheme

Training and career development

• Access to structured training, coaching, and professional development opportunities under the scheme
• Opportunities to strengthen financial services knowledge and develop client advisory capabilities for career progression

Application process

• Apply through MyCareersFuture to explore the opportunity and learn more

We are committed to fair and merit-based recruitment. Applications are assessed against relevant job requirements, skills, qualifications, and suitability for the role.