B2B/B2C Financial Services Consultant
Summary
Advises clients on wealth management and banking products, building long-term relationships and providing financial planning services.
Title: Financial Services Consultant
- Competitive basic salary with attractive incentives and package.
- Structured training and mentorship provided.
- Clear career progression opportunities.
- Flexible working arrangements.
- Opportunities to specialise in wealth management, investments and banking products.
- Overseas incentive trips and recognition programmes.
- CMFAS examination sponsorship and training support (for eligible candidates).
Job Responsibilities
- Understand clients' financial goals and needs.
- Recommend suitable wealth management and banking solutions.
- Build and maintain long-term client relationships.
- Provide ongoing financial advice and portfolio reviews.
Requirements
- Minimum Diploma qualification or equivalent.
- Fresh graduates are welcome to apply.
- Good communication and interpersonal skills.