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Open nowPosted 14 days ago

Personal Financial Consultant (Insurance & Wealth Management)

MyCareersFuture94,028 open roles

Pay
SGD 4,000 – SGD 6,000 a month
Where
Singapore
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Your applicationOpen nowPersonal Financial Consultant (Insurance & Wealth Management)MyCareersFuture · Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MyCareersFuture's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

7.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 14 days ago

The posting

Job Summary

You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular portfolio reviews, identify financial gaps, and recommend effective strategies to grow client wealth and your personal brand.

Responsibilities

  • Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
  • Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
  • Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly
  • Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
  • Build and expand a personal client portfolio by establishing trust and delivering consistent value
  • Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention
  • Demonstrate resilience and adaptability by embracing coaching and continuous learning in a dynamic environment
  • Communicate complex financial concepts clearly and persuasively to diverse client profiles

Required competencies and certifications

  • Meet minimum MAS regulatory requirements: Age 21 years and above
  • Hold minimum educational qualifications: A Levels, Local Polytechnic Diploma, or Degree (any discipline)
  • Possess Singaporean or Permanent Resident status as required for licensing

Preferred competencies and qualifications

  • Strong interest in finance, wealth building, and personal development
  • Self-motivated with a results-driven mindset
  • Positive attitude and resilience in a fast-paced, performance-based environment
  • Advantage if M5/RES5, M9, M9A & HI cert is valid

Other Information

  • 💼 Structured training and mentorship programs provided
  • 📈 Clear career progression pathways available
  • 💰 Performance-based income with bonuses and incentives
  • 🌍 Flexible working hours offering autonomy
  • 🤝 Supportive team culture fostering professional development
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3×

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