Financial Services Consultant at FLERZ Management Consultancy Services | Torre

Financial Services Consultant

Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time

Legal agreement: Employment

Compensation
SGD2k - 5k/month
~USD1.55k - 3.89k/month
Non-negotiable
location_on
Hybrid (Central Area, Singapore)
Posted 11 months ago

Responsibilities


Join a purpose-driven team dedicated to helping individuals and families build secure and prosperous futures. As a Financial Services Consultant, you will provide comprehensive financial advice, guide clients in achieving their life goals, and enjoy flexibility, professional growth, and the satisfaction of positively impacting people’s financial well-being. Key Responsibilities * Build and maintain trusted, long-term client relationships. * Conduct financial assessments to understand clients’ goals, priorities, and risk profiles. * Provide tailored recommendations in areas such as: * Insurance planning * Investment strategies * Retirement planning * Estate and legacy management * Educate clients on financial products, market trends, and wealth-building strategies. * Develop and expand your client base through networking and referrals. * Achieve performance targets while ensuring compliance with regulatory standards. * Collaborate with internal teams to deliver a seamless and high-quality client experience. Qualifications * GCE A-Level, Diploma, or Degree holders are welcome. * Applicants from all educational backgrounds, including those without finance-related degrees, are encouraged to apply. * Career shifters and individuals from non-finance fields are welcome; full training will be provided. * Experience in financial services, banking, insurance, or sales is advantageous. * Professional certifications (e.g., CFP, RFP, CMFAS modules) are an advantage or willingness to obtain them. * Motivated, goal-oriented, and passionate about helping clients achieve financial success. * Willing to undergo training and obtain necessary regulatory licenses. What We Offer * Flexible work arrangements (Full-Time or Part-Time). * Monthly base allowance of SGD 2,000 – 5,000 plus attractive commissions and incentives. * All-expenses-paid incentive trips for top performers. * Comprehensive training and exam preparation support. * Mentorship and career development programs. * Access to a wide suite of financial products and planning tools. * Career advancement opportunities and leadership growth pathways. * Supportive and collaborative work environment in Singapore’s central business district. Why Join Us Be part of a team committed to empowering clients to make confident financial decisions and secure their future. Enjoy professional growth, flexibility, and the rewarding experience of making a meaningful impact in people’s lives.

Indefinitely open

tune NOT FOR YOU? IMPROVE YOUR RESULTS