Financial Consultant

This is for our client in the Financial Services Sector


Job Description

  • Secure meetings with prospects, pitch ideas and follow through
  • Consistently build up a pipeline of leads and network to tap on
  • Analyse client’s unique situation and identify gaps which may compromise their financial goals
  • Construct a robust financial portfolio to meet their financial needs and goals
  • Manage client portfolio in an efficient and timely manner
  • Review clients financial situation periodically
  • Create niche markets over time to build specialisation and bring added value


  • Age 21 and above
  • Minimally a full GCE A-Level Cert, Diploma or Degree
  • Proficient in English and/or Mandarin (mastery in other languages would be an added advantage)
  • Proficient in using Microsoft programmes
  • Social media skills will be an added advantage


  • Passionate about making a difference in people’s lives
  • High energy individual with huge appetite for learning
  • Self-initiated and able to work independently as well as in teams
  • Strong work ethics and high integrity
  • Good listening and communication skills
  • Carry yourself in a professional manner including dressing
  • Entrepreneurial spirit to explore new ideas and bring it to fruition