Financial Consultant

WINZ VENTURE PRIVATE LIMITED

D01 Marina, Raffles Place, People's Park, Cecil, 8 CROSS STREET MANULIFE TOWER 048424
Sgd 3,000 - 8,000 / monthly pm
On-site
Wealth management
Referrals
Long-term customer relationships
A Career with Purpose and Rewards! Financial planning is a dynamic process of partnering with clients to craft tailored strategies that align with their unique goals and aspirations. As financial consultant, we guide individuals through managing investments, insurance, and retirement plans, ensuring they achieve financial stability and growth. The Responsibilities: Conduct financial assessments with clients to understand their needs and goals and develop personalized financial plans that address protection, investment, and retirement needs. Identify and pursue new business opportunities through referrals and networking. Build and maintain strong, long-term relationships with clients. Are You Suitable: A recent graduate aiming to launch a career successfully. An aspiring entrepreneur eager to embark on a business and entrepreneurial journey. A working professional seeking a new career to enhance quality of life. A parent striving to balance a fulfilling career with quality time for the children. What We Offer: Personalized mentorship Career growth and fulfillment opportunities Tangible perks and recognition awards Overseas retreat and convention Work-life balance with flexible hours The Requirements: At least a diploma, advanced/higher/graduate diploma, or higher. Willingness to continuously learn and with a strong sense of responsibility. Ready to Take the Next Step? If you’re ready to embark on a rewarding career as a Financial Consultant, where your efforts will be supported and your achievements celebrated, we’d love to have you. Join us in helping our clients build brighter financial futures while enjoying a career that offers both professional success and personal satisfaction. Apply today and become part of our team!

Job Summary

  • A Career with Purpose and Rewards! Financial planning is a dynamic process of partnering with clients to craft tailored strategies that align with their unique goals and aspirations
  • As financial consultant, we guide individuals through managing investments, insurance, and retirement plans, ensuring they achieve financial stability and growth
  • The Responsibilities: Conduct financial assessments with clients to understand their needs and goals and develop personalized financial plans that address protection, investment, and retirement needs

Matching Summary

Match Score: 85

A Career with Purpose and Rewards! Financial planning is a dynamic process of partnering with clients to craft tailored strategies that align with their unique goals and aspirations. As financial consultant, we guide individuals through managing investments, insurance, and retirement plans, ensuring they achieve financial stability and growth. The Responsibilities: Conduct financial assessments with clients to understand their needs and goals and develop personalized financial plans that address protection, investment, and retirement needs. Identify and pursue new business opportunities through referrals and networking. Build and maintain strong, long-term relationships with clients. Are You Suitable: A recent graduate aiming to launch a career successfully. An aspiring entrepreneur eager to embark on a business and entrepreneurial journey. A working professional seeking a new career to enhance quality of life. A parent striving to balance a fulfilling career with quality time for the children. What We Offer: Personalized mentorship Career growth and fulfillment opportunities Tangible perks and recognition awards Overseas retreat and convention Work-life balance with flexible hours The Requirements: At least a diploma, advanced/higher/graduate diploma, or higher. Willingness to continuously learn and with a strong sense of responsibility. Ready to Take the Next Step? If you’re ready to embark on a rewarding career as a Financial Consultant, where your efforts will be supported and your achievements celebrated, we’d love to have you. Join us in helping our clients build brighter financial futures while enjoying a career that offers both professional success and personal satisfaction. Apply today and become part of our team!

Salary

SGD 3,000 - 8,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Referrals
  • Long-term Customer Relationships
  • Financial Planning
  • Good Interpersonal Communication Skills

Nice-to-have

  • Investments
  • Customer Relationships
  • Building Customer Relationships
  • Persuasiveness
  • Networking
  • Retirement Planning
  • Financial Advisory
  • Financial Services

Key Requirements

  • Minimum 2 years experience

Work Rights

Tailored Resume

Cover Letter