Financial Services Consultant

CFG Holdings Pte Ltd
Singapore, Singapore
S$48k - S$96k
18 Mar 2023
17 Apr 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
We are seeking a talented and motivated individual to join our team as a Financial Services Consultant. As a Financial Services Consultant, you will work closely with our clients to understand their financial needs and provide them with customised solutions to help them achieve their financial goals.

  • Meet with clients to understand their financial needs and goals
  • Conduct financial analysis and provide recommendations based on the client's financial situation
  • Develop customised financial plans that align with the client's objectives
  • Provide ongoing support to clients and assist them in implementing their financial plans
  • Keep up-to-date with industry trends and regulations to ensure compliance with the regulatory framework

  • Min A 'Levels & Local diploma. Bachelor's degree in finance, accounting, economics or related field preferred
  • Min 21 years old for licensing
  • Only Singaporeans and Singapore PR may apply for job
  • Entry level welcome, 2 years of experience in financial planning, wealth management, or related field and/or personal exposure with financial instruments preferred
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Demonstrated ability to build and maintain client relationships
  • Ability to work independently and as part of a team
  • Relevant professional certification (e.g. CFP, CFC, CPA) is preferred but not mandatory

We offer:
  • Competitive compensation package and benefits
  • Opportunities for career growth and development
  • Supportive and collaborative work environment
  • Training and development programs to enhance your skills
  • Income packages of $2,000 - $8,000 and more based on experiences and performances

If you are a self-motivated individual with a passion for finance and helping clients achieve their financial goals, we invite you to apply for this exciting opportunity.

We are an equal opportunity employer and welcome applications from all qualified candidates. We will be in touch with you shortly.