Financial Consultant

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg 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.