713 Financial Specialist Consultant jobs in Singapore

Responsibilities:

1. Customer Engagement:

- Build and maintain strong relationships with customers.

- Provide excellent customer service and address inquiries regarding financial products and services.

- Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge:

- Stay updated on the bank's products and services.

- Effectively communicate product features and benefits to customers.

- Assist customers in selecting the right banking products to meet their financial needs.

3. Sales Targets:

- Achieve and exceed monthly sales targets.

- Identify opportunities for revenue generation and actively pursue them.

- Collaborate with team members to enhance overall sales performance.

4. Documentation and Processing:

- Assist customers in completing necessary documentation for various financial transactions.

- Ensure accuracy and compliance with financial regulations in all customer interactions.

- Process the forwarding of account openings, loan applications, and other financial transactions efficiently.

5. Compliance:

- Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.

- Ensure that all customer interactions and transactions comply with internal policies and external regulations.

6. Problem Resolution:

- Address and resolve customer issues and complaints in a timely and effective manner.

- Collaborate with other departments to resolve complex customer inquiries.

7. Team Collaboration:

- Work closely with team members to achieve overall goals.

- Participate in team meetings and contribute to a positive team environment.

8. Market Research:

- Stay informed about industry trends, market conditions, and competitor offerings.

- Provide feedback to management regarding customer preferences and market demands.

9. Training and Development:

- Participate in ongoing training programs to enhance product knowledge and sales skills.

- Share insights and best practices with team members to improve overall performance.

Qualifications:

- Local diploma or A Levels; bachelor's degree in business or related field is a plus.

- Strong interpersonal and communication skills.

- Knowledge of banking products and services.

- Ability to work in a target-driven environment.

- Attention to detail and strong organizational skills.

Roles and Responsibilities

• Develop individualised financial advice based on clients' financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

• Different proven platforms to be given to kickstart and advance in your career.
• Not needed to approach own family members or friends to generate leads.
• provide customizable leads platform
• Provide 1 to 1 mentorship.
• Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
• Monthly allowance and other cash incentives.
• Overseas trip incentives.

Eligibility

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
• Good interpersonal skills.
• Committed, driven and eager to succeed.
• No work experience required.

Technical Skills and Competencies You Will Learn

• Insurance and Financial Planning Fundamentals
• Certifications in CMFAS
• Communication and Networking Skills
• Sales and Marketing Skills
• Client Relationship Management

We are expanding and looking for self-motivated, winning-minded individuals who are open and keen to learn about Investment, which has been a trendy topic amongst people and we are here to educate individuals.

This is the job opportunity that allows you to have the best of both worlds of not needing to work a desk-bound 9 to 5 job and still able to have professional growth in your career. Join us today

Job Highlights:

* Exposure to Professional and Personal Growth Development

* 1 to 1 Mentorship by experienced financial consultants

* Develop your knowledge in investment and financial literacy

* Opportunity to gain Psychological Profiling knowledge to engage with clients

* Opportunity to participate in Investment Seminars/Events by fund houses

* Enhance and groom entrepreneurship skills in a fast-paced growing company

Job Scope / Description:

*Advise client on investment portfolio

* Provide regular reviews on clients' invested funds

* Update clients on the current investment market movement and present investment opportunities

Job Requirements:

* Minimum 21 years old (regulatory requirement)

* At least a full certificate in GCE 'A-Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.

* Mid Career Switch with a min. of 2-3 years working experience in any field are welcome

* No experience with a driven and winning mindset are welcome as well

* Highly motivated individual with interest in investment and financial markets

Responsibilities:

• Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
• Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
• Acquire new businesses while maintaining current account portfolio
• Tactful negotiations of contract with prospects
• Process documentations and keeping proper records.
• Planning for personal and corporate clients on risk and wealth management, succession and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

Job scope:

• Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships.
• Assist in creating financial plans for individuals and businesses.
• Support clients with risk management, wealth accumulation, retirement and legacy planning.
• Attend training sessions, workshops, and leadership development programs to accelerate your career growth.
• Conduct follow-ups with existing and new clients to assess their financial needs.
• Willing to take MAS examinations if necessary.

Career benefits:

• Basic + Sales Commission based.
• Monthly allowance $1.5k - $5k.
• Commissions + Incentives + Bonus.
• Personal mentoring with our agency leaders.
• Friendly and supportive environment.
• Opportunity for an accelerated career progression to management level.

Requirements:

• Local Polytechnic Diploma/Diploma of at least 2.5 years or 900 hours, GCSE 'A' Levels Certificate or higher.
• At least 21 years old (regulatory requirement).
• Required to take 4x CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training will be provided)
• Able to work independently and as part of a team.

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
• Strong interpersonal and networking skills
• Motivated, dynamic, and eager to build a long-term career in the financial industry
• Willingness to network among business associates

What We Offer:

Structured training and mentorship to develop your skills

Proven framework with stable monthly payouts

Opportunities to build trusted long-term client relationships

A dynamic and supportive team culture

Career progression opportunities in the financial services industry

Interested Candidates Kindly Whatsapp Me @ +65 8838 7279 with your updated resume.

LEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US

Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us

Benefits:

- Competitive monthly allowance of up to $15k including additional incentives

- Elevate your communication and leadership skills

- Dive into the sea of networking opportunities, connecting you with potential leads

- Aspire to be one of our Financial Services Manager

- Enjoy exclusive overseas incentives trips as a high achiever

*Terms & Conditions Apply.

Commissions & Incentives are payable based on individual.

Description:

Join us as a Financial Consultant and be part of a team driven by sales and service excellence. We prioritise our clients' needs above all, engaging in consultative selling to provide comprehensive customised financial solutions with integrity. If you are a competitive individual passionate about standing out to thrive in this dynamic environment, join us in shaping financial futures with unwavering commitment.

About us:

At our company, where service comes first, always. We are not just financial consultants; we're changemakers. With passion and determination, we're shaping the industry for the better and making an impact that lasts.

Job Responsibilities:

- Acquire and manage a pool of clients' insurance portfolios and maximise these opportunities for growth and success

- Cultivate long-lasting trustworthy relationships with clients

- Empower clients to achieve their dreams by guiding them through personalised financial planning

- Offer recommendations on insurance products that align with clients' financial needs

Job Requirements:

- Candidates must be at least 21 years old as stipulated under MAS regulatory requirements (Notice FAA-N26)

- A full certificate in GCE 'A' Level,

- International Baccalaureate Diploma qualification,

- Diploma awarded by a Polytechnic in Singapore,

- or any other academic qualification which is equivalent to the above qualifications.

- Suitable for people who are looking for a mid-career switch, fresh grads are welcome

- Must be Singaporean or Singapore PR

Approval code: AT05Apr24TG85

Wealth Coach LLP is a service firm supporting Andrew Ang & Associates, an agency unit of Prudential Assurance Company Singapore.

IGNITE YOUR CAREER — BECOME A FINANCIAL CONSULTANT WITH PURPOSE

Are you ready to make a difference and thrive in a career that rewards ambition, impact, and growth? Join a team that champions excellence, empowers you with the right tools, and celebrates your wins.

Step into a future where you're not just earning—you're evolving.

What You'll Gain

Competitive monthly allowance of up to $15k, including additional incentives.*

Sharpen your communication and leadership skills through real-world experience

Tap into an extensive network of potential clients and professional contacts

Fast-track your progression toward Financial Services Manager

Travel the world on exclusive overseas incentive trips for top achievers*

*Terms & conditions apply. Commissions and incentives are based on individual performance.

Your Mission

As a Financial Consultant, your role is to empower clients with personalised financial solutions tailored to their goals. You'll combine service excellence with strategic sales to build lasting impact. If you're competitive, driven, and ready to grow—this is your stage.

Who We Are

We're more than just a financial consultancy firm—we're a movement driven by service, integrity, and innovation. Our mission is simple: to uplift lives through financial clarity and confidence. Join us and be part of something bigger.

What You'll Do

Build and manage a growing portfolio of clients

Develop deep, trusted relationships based on service and results

Guide clients with holistic financial planning tailored to their life goals

Tailor insurance and financial solutions to fit their unique needs

What You'll Need

Must be 21 years or older (regulatory requirement)

Possess one of the following qualifications:

A full certificate in GCE 'A' Level

International Baccalaureate (IB) Diploma

Diploma awarded by a Polytechnic in Singapore

Any other academic qualification which is equivalent to the above qualifications

Open to fresh graduates and mid-career switchers

Must be a Singapore Citizen or Permanent Resident (PR)

Ready to take control of your future? Let's make it happen—together.

Approval code: AT11Jun25NN89

Andrew Ang & Associates, an agency unit of Prudential Assurance Company Singapore.