Financial Planning Consultant

Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long-term planning.

You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry.

Fresh graduates are welcome to apply.

We Provide:

• Training support for 4 basic certifications and relevant financial advisory qualifications
• Coaching from experienced managers and industry professionals
• Exposure to client planning and financial review discussions
• Joint-fieldwork opportunities for practical learning
• Mentorship and guidance throughout your development
• A collaborative environment with work-life balance

Key Responsibilities:

• Meet with prospective and existing clients to understand their needs
• Assist in reviewing clients’ financial goals and current arrangements
• Support the preparation of wealth accumulation and protection plans
• Develop and maintain professional client relationships
• Provide ongoing follow-up and servicing to clients

Requirements:

• Local Diploma, A’ Levels, or Degree in any discipline
• Strong communication and interpersonal skills
• Positive attitude and growth mindset
• Willingness to learn and build a career in financial services