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Financial Consultant

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Job Scope

  • Interview clients to determine their income, insurance coverage, and risk tolerance in order to develop a financial plan
  • Explain to clients the details of a financial plan as well as provide answers to their inquiries
  • Analyze relevant information obtained from clients in order to determine suitable action plan for meeting clients’ financial needs.
  • Maintain contact with clients in order to obtain feedback, as well as monitoring the progress of clients’ finances
  • Review clients’ financial performance in order to determine the need for plan reassessment
  • Build and maintain an up-to-date client profile and database
  • Conduct market research to stay abreast with financial trends


  • Flexible working hours and freedom to plan your own work schedule
  • Performance-based overseas incentive trips and cash incentives
  • Education allowance upon successful completion of the licensing exams and performance bonuses to jumpstart your career
  • Monthly allowance scheme of $2,000 to $4,000 for the first 24 months
  • Industry and company recognition, e.g. Million Dollar Round Table and Top Financial Consultant Award


  • Possess at least Diploma/Advanced/Higher/Graduate Diploma or equivalent
  • At least 21 years of age
  • Prior experience in sales role is an advantage

Please include the following in your Resume

  • Full Name
  • Contact Details
  • Cover Letter

Kindly note that only successful applicants meeting the criteria outlined above will be contacted.

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Chinatown / Tanjong Pagar
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