Financial Planning Consultant
-
Seluruh Singapura
Singapore
- Sepenuh masa
S$3000 - 6000 / sebulan
Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long-term planning.
You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry.
Fresh graduates are welcome to apply.
We Provide:
- Training support for 4 basic certifications and relevant financial advisory qualifications
- Coaching from experienced managers and industry professionals
- Exposure to client planning and financial review discussions
- Joint-fieldwork opportunities for practical learning
- Mentorship and guidance throughout your development
- A collaborative environment with work-life balance
Key Responsibilities:
- Meet with prospective and existing clients to understand their needs
- Assist in reviewing clients’ financial goals and current arrangements
- Support the preparation of wealth accumulation and protection plans
- Develop and maintain professional client relationships
- Provide ongoing follow-up and servicing to clients
Requirements:
- Local Diploma, A’ Levels, or Degree in any discipline
- Strong communication and interpersonal skills
- Positive attitude and growth mindset
- Willingness to learn and build a career in financial services
Beberapa kerja lain yang mungkin anda minati
Fresh Graduate Opportunity – Financial Services Consultant
- Sepenuh masa
- Singapore
S$ 3000 - 5000 sebulan
Financial Consultant (No Exp / Good Benefits / Basic + Comms)
- Sepenuh masa
- Singapore
S$ 4000 - 8000 sebulan
HSBC Life Management Trainee (Fresh Graduates Welcome)
- Sepenuh masa
- Tiong Bahru MRT, Bukit Merah
S$ 5000 - 12k sebulan
Kembali 
