Job Description

Industry:

Financial Advisory / Wealth Management

Salary Range:

$3,000 - $4,000 (Base) + Performance Bonus / Commissions

Employment Type:

Full-time (CPF-contributing position)

Position Overview

We are seeking a

proactive and client-focused Financial Consultant

to join our growing advisory team. This is a

salaried position with full CPF contribution

, designed for individuals who want to build a rewarding and sustainable career in financial advisory under a structured and supportive environment.


The role involves providing

holistic financial planning and advisory services

-- covering insurance, investment, and wealth accumulation solutions -- while maintaining strong, trust-based relationships with clients. Selected candidates will be provided with

leads and client bases

to accelerate their success and ensure a steady growth path.

Key Responsibilities

Financial Advisory & Planning:

Conduct detailed financial needs analysis for clients and recommend suitable insurance, investment, and savings plans to meet their life goals.

Client Relationship Management:

Develop and maintain long-term relationships with clients, providing ongoing reviews and financial check-ins to ensure continued alignment with clients' evolving goals.

Sales & Target Achievement:

Identify new sales opportunities through leads provided, referrals, and networking. Work towards meeting and exceeding sales performance metrics and quality standards.

Client Servicing:

Deliver professional after-sales service, policy reviews, and claims support to ensure high client satisfaction and retention.

Compliance & Professional Standards:

Adhere to all MAS regulations and company compliance requirements. Maintain confidentiality and integrity in all client dealings.

Requirements

Education:

Minimum Diploma or Bachelor's Degree in Business, Finance, Banking, Marketing, or related fields.

Experience:

Prior experience in financial advisory, banking, or insurance is advantageous, but entry-level applicants with a strong passion for finance are welcome.

Skills:

+ Excellent communication and interpersonal abilities.
+ Strong analytical and problem-solving skills.
+ Self-motivated with a positive and professional attitude.
+ Passionate about helping others achieve financial security and success.

Licensing:

Must be willing to complete CMFAS certifications (M5, M9, M9A, HI, etc.) as required by MAS to provide advisory services.

Remuneration & Benefits

Competitive Salary:

Monthly base salary of $3,000 - $4,000,

inclusive of CPF contribution

.

Performance Incentives:

Attractive commission structure and performance bonuses for achieving and exceeding key targets.

Career Development:

Comprehensive training programs, mentorship, and sponsorship for industry certifications.

Benefits:

+ CPF contribution and full employment benefits
+ Top notch training provided by our in-house coach
+ Annual leave entitlement
+ Office hours (5-day work week)