Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 4 days ago

Financial Consultant

PLACEMENT PROFESSIONALS

Pay
SGD 4,000 – SGD 6,500 a month
Where
Singapore
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial ConsultantPLACEMENT PROFESSIONALS · 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 PLACEMENT PROFESSIONALS's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.9%7 days
  4. 22.4%14 days
  5. 38.1%30 days
  6. 59.0%60 days
This job: posted 4 days ago

The posting

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected] OR

WhatsApp +65 80863812 (wa.me/+6580863812)

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Role Overview

This position is tailored for a seasoned sales specialist aiming to establish a long-term presence within the High Net Worth (HNW) sector.

The advisor will offer strategic counsel to affluent clients and generational families, including Accredited Investors (AI), focusing on asset protection, succession planning, and capital growth.

The tenure begins with an organized one-year onboarding phase designed to master the nuances of the HNW landscape.

From Year 2 onwards, the focus shifts to bringing in sales and closing cases with our existing introducer network.

Role Structure

Year 1 – Transition & Learning

  • Focus on understanding the HNW space, product, planning and client-handling knowledge, and on integrating into the team and introducer network.
  • Work alongside senior consultants on live HNW and AI client cases, from discovery to implementation, and gradually take the lead on more of each case.
  • Complete the product and compliance training required.
  • Get to know our existing introducers: their client profiles, their expectations, and how we work with them.

Year 2 Onwards – Sales & Case Closure

  • Take full ownership of partnerships with designated referral sources to translate incoming leads into closed contracts.
  • Direct high-end client interactions from initial discovery consultations through to contract activation.
  • Take on full sales targets, with performance measured on new business, conversion rate and client retention and overall service standards.

Roles and Responsibilities

Client Advisory & Relationship Management

  • Conduct in-depth consultations with HNW and AI clients to understand their wealth structure, priorities, objectives, risk tolerance, family situation and legacy goals.
  • Offer specialized guidance on wealth preservation, trust infrastructure, cash flow management, and portfolio accumulation using our comprehensive platform options.
  • Build long-term client relationships through proactive communication, regular reviews and a high standard of service.
  • Act as the primary point of contact for clients and deliver a professional experience that suits the expectations of HNW clients.
  • Collaborate closely with corporate introducers, including banking institutions, brokerage firms, legal practices, and multi-family offices, to deliver bespoke recommendations.

Financial Planning & Analysis

  • Gather and understand clients’ personal and financial information, existing investments, existing policies and financial needs.
  • Draft and present comprehensive product evaluation metrics for potential accounts.
  • Conduct annual reviews of clients’ policy.
  • Continue to service in-force policy requests from clients such as changes of beneficiaries, ownership or address, policy loans or surrenders with the Client Service Team.

Introducer Management & Business Development

  • Manage and deepen relationships with existing introducers, and be their trusted point of contact.
  • Nurture referred leads through every stage of the sales pipeline, providing regular updates on pipeline progression and closing metrics.
  • Identify new opportunities for referrals and growth within the HNW segment through networking, client referrals and events.
  • Prepare pitch materials, proposals and reports for introducers and prospective clients.

Market Knowledge, Compliance & Governance

  • Stay current with private wealth trends, asset structuring mechanics, financial products, and legal adaptations via corporate educational initiatives.
  • Ensure that all activities comply with MAS regulations and company policies.

Qualifications and Experience

  • Experience: Around 2 years of sales experience (financial services preferred, experience from other fields will also be considered).
  • Completed relevant examinations and fulfil the applicable regulatory and appointment requirements from MAS.
  • A clear interest in moving into the HNW market and developing a long-term career in it.
  • No prior HNW experience is required, but a willingness to learn.
  • Diploma or higher qualification.
  • Fluent in Mandarin and English.
  • Singapore Citizen or Singapore Permanent Resident.

Skills & Attributes

  • Strong consultative skills and the ability to build trust and long-term relationships with clients.
  • Excellent communication and presentation skills, with the maturity and professionalism to engage HNW and AI clients.
  • Command of the Mandarin language is highly beneficial to effectively manage relationships with cross-border, Chinese-speaking account holders.
  • Strong analytical and problem-solving abilities.
  • Eager learner who is independent around a dynamic working environment.
  • Self-motivated and with the drive to take ownership of the work.
  • Fresh graduates who are interested in exploring this career opportunity are welcome to apply.

By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.

Posting text belongs to the employer. Removal requests: contact us.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against PLACEMENT PROFESSIONALS's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on PLACEMENT PROFESSIONALS's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    PLACEMENT PROFESSIONALS's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.