Financial Consultant

Role Overview

As a Financial Consultant, you will work with clients to understand their financial circumstances, clarify their goals and develop plans for needs such as insurance protection, savings and retirement. You will build your client base through outreach and referrals, and maintain relationships through regular follow-ups and financial reviews.

Key Responsibilities

• Meet with prospective and existing clients to understand their financial goals, current commitments and priorities.
• Prepare financial plans and explain relevant options, including their costs, benefits and risks, within the scope of your authorisation.
• Generate new business through prospecting, referrals and networking.
• Guide clients through the application process and maintain accurate records of client discussions and recommendations.
• Conduct periodic reviews and help clients reassess their plans as their circumstances change.

Requirements

• Diploma or Degree.
• Candidates without prior experience are welcome to apply.
• Interest in personal finance, financial planning and client advisory.
• Good listening and communication skills, with the ability to explain financial concepts clearly.
• Comfortable initiating conversations with prospective clients and following up consistently.
• Willingness to complete the training and examinations required for the role.

Only shortlisted candidates will be contacted.

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to recruitSG’s PDPA and e2i’s PDPA.