Total 101 financial advisor job vacancies in Australia

Job Responsibilities

• Provide professional insurance, financial planning and mortgage advisory services to clients.
• Understand clients’ financial goals and recommend suitable protection, wealth and financing solutions.
• Build and maintain long-term client relationships through regular reviews and excellent after-sales service.
• Generate new business opportunities through referrals, networking and digital platforms.
• Conduct policy reviews and assist clients with insurance and financing enquiries.
• Participate in company training, meetings and professional development programmes.
• Achieve individual sales and business targets while maintaining high service standards.

Requirements

• Minimum SPM, Diploma or Bachelor’s Degree in any field.
• Fresh graduates and career switchers are encouraged to apply.
• No experience is required as comprehensive training will be provided.
• Previous experience in sales, banking, insurance, mortgage, financial services or customer service is an added advantage.
• Self-motivated, responsible and willing to learn.
• Able to work independently as well as in a team.

Salary & Benefits

• Base Income: RM2,500 – RM12,000 per month (subject to programme eligibility and performance; exclusive of commissions, bonuses and incentives)
• Attractive commission, incentives and bonus
• Flexible working arrangements
• Overseas incentive trips
• Opportunity to build a long-term career in the financial services industry

Preferred Candidates

We welcome candidates from various backgrounds, including:

• Fresh Graduates
• Banking & Finance
• Sales & Marketing
• Customer Service
• Real Estate
• Mortgage Consultants
• Automotive Sales
• Hospitality
• Business Development
• Career Switchers

Working Location

Aurora Sovo - Bukit Jalil

Flexible Working Arrangements

Attractive Incomes

Overseas Incentive Trips

• To proactively make pre-bookings by calling customers likely to require servicing to make sure workshop is neither over nor under-utilized on any given day.
• To always check if the vehicle in question has any outstanding field actions/service actions.
• To record ANY instances of a customer’s vehicle returning with the same complaint as was previously repaired.
• To communicate bookings pipeline with the service manager and Job and warranty administrator, parts department to allow them to do ‘parts pre picking’ for all bookings.
• To receive customers courteously and professionally and communicate effectively with them towards understanding accurately determine their needs/concerns/service requests.
• Inspecting the vehicle and utilize Denza processes and completing all documents as required.
• To accurately/comprehensively document the information gathered from the discussion with the customer and communicate it to the technical team so that they can make the necessary technical decisions.
• Communicate with the technical staff to understand the technical issue/diagnosis and recommended corrective actions.
• Give a detailed and itemized repair estimation / quotation itemize and a estimated time required to complete the recommended repair.
• To obtain signature for the approval on the RO, Vehicle Checklist and give customer the Vehicle Collection Slip Number before proceeding with the repair.
• If additional time is required to complete to communicate the customer and keep them updated with any developments or issues.
• To handle accident / insurance claims and minimize the administrative burden for the customer.
• To up-sell customers accessories/products or other value-added services.
• To invoice the Branch Manager as necessary on problematic cases (customers/vehicles).
• To handle telephone inquiries and assist customers as required.
• To carry out customer follow up (telephone call) after 3 days from the date of repair.

Professional Experience

• Minimum SPM or other equivalent qualification
• Automobile service advisor
• Working experience with customer contact
• Working experience with service
• Experience with negotiations

• Medical Benefits
• Attractive Commission Scheme
• Overtime (OT) Allowance

福利待遇

• 委員會
• 個人發展機會
• 遠距辦公的彈性

Hybrid Work Arrangement 混合办公模式

无需 Cold Calling！

如果你喜欢与人沟通、帮助客户做决定，并希望拥有高收入机会，欢迎加入我们！

工作内容：

回复线上客户咨询（WhatsApp、Messenger、社交媒体等）

跟进已有兴趣的潜在客户（无需主动开发客户）

安排客户预约及到实体店体验

提供专业产品咨询及优质客户服务

达成每月及年度销售目标

客户来源：

客户会通过以下平台主动联系你：

Facebook

Instagram

小红书（XHS）

广告推广

其他社交媒体平台

你不需要找客户，

只需要帮助已经有兴趣的客户完成购买决定。

工作时间：

星期一至星期日

8:30 AM – 5:00 PM

每周一天休息日

欢迎热爱销售、喜欢线上沟通及希望挑战高收入的你加入我们！

Perks & Benefits

• Commission
• Personal development opportunities
• Remote work flexibility

• 透過致電可能需要維修服務的客戶主動進行預訂，以確保車間在任何一天都不會過度使用或使用不足。
• 請務必檢查相關車輛是否有任何未完成的現場作業/維修作業。
• 記錄客戶車輛再次出現與先前維修時相同故障的任何情況。
• 與服務經理、作業和保固管理員、零件部門溝通預訂流程，以便他們能夠為所有預訂進行「零件預揀」。
• 以禮貌專業的態度接待顧客，並與他們進行有效溝通，以準確了解並確定他們的需求/疑慮/服務請求。
• 檢查車輛並按照 Denza 流程完成所有必需的文件。
• 準確/全面地記錄從與客戶的討論中收集到的信息，並將其傳達給技術團隊，以便他們能夠做出必要的技術決策。
• 與技術人員溝通，了解技術問題/診斷結果和建議的糾正措施。
• 提供詳細且逐項列出的維修估價/報價，並預估完成建議維修所需的時間。
• 在進行維修之前，需獲得維修單、車輛檢查清單上的簽字批准，並向客戶提供車輛取車單號。
• 如果需要更多時間來完成與客戶的溝通，並讓他們了解任何進展或問題。
• 處理事故/保險索賠，並最大限度地減少客戶的行政負擔。
• 向顧客推銷配件/產品或其他加值服務。
• 對於出現問題的情況（客戶/車輛），必要時向分行經理開立發票。
• 負責接聽電話諮詢，並根據需要為客戶提供協助。
• 維修完成後3天內進行客戶回訪（電話回訪）。

專業經驗

• 最低學歷要求為SPM或其他同等學歷
• 汽車服務顧問
• 具備客戶服務的工作經驗
• 服務業工作經驗
• 談判經驗

• 醫療福利
• 極具吸引力的佣金方案
• 加班津貼

We’re looking for an Operations Advisor to join our award winning team conveniently located in Mid Valley City, Kuala Lumpur. 

As an Operations Advisor at Double Eleven, you’ll be responsible for ensuring the smooth operation of office facilities while delivering an exceptional workplace experience for employees and visitors. The ideal candidate for this role will have a passion for people and great administration, enjoy a challenge and be excited to work in a highly fast paced environment where no one day is the same.

Double Eleven is one of the largest independent video games developers and publishers in the UK. Headquartered in Middlesbrough, we employ over 400 people across our UK and Kuala Lumpur studios.

We are incredibly proud to partner with some of the world’s leading developers and publishers, including Rockstar Games, Obsidian Entertainment, Mojang, Bethesda Game Studios and Facepunch. 

As a global games company, we've collaborated to create new worlds in The Outer Worlds 2, helped deliver unforgettable experiences for players of Red Dead Redemption, enabled millions to battle in Rust Console Edition and created new adventures in Fallout 76. 

Double Eleven is more than a place to work, we are deeply values-driven in all that we do and we know that we are at our best when our people feel fulfilled. We offer flexible working hours to allow you to truly enjoy work/life balance and always strive to deliver a workplace experience like no other.  We regularly bring our people together to connect and have fun through our many different events, parties and hobby-based clubs.

Interested? We kindly ask all applicants to submit a portfolio showreel to support their application. We’re afraid applications without an accompanying portfolio will not be considered.

On this occasion, we’re unable to sponsor a visa for this role. 

What you’ll be doing

• Manage and maintain the reception area, studio entrances and wider office environment, ensuring all spaces are clean, organised and present a professional image
• Handle incoming mail, deliveries and telephone calls, directing enquiries to the appropriate individuals or teams
• Welcome, register and assist visitors, candidates, vendors and contractors, ensuring a positive experience and notifying relevant employees of their arrival
• Build strong relationships with employees across the studio, providing day-to-day support to ensure the smooth running of the office
• Coordinate and oversee the maintenance of office facilities, equipment and services, including routine contracts such as pest control, plant maintenance, water filtration and coffee machine servicing
• Act as a key point of contact for internal teams, building management, suppliers, vendors and contractors
• Manage office-related purchasing and accounts administration, including raising purchase orders, processing invoices and ensuring documentation is accurate and up to date
• Maintain office and kitchen supplies, monitoring stock levels, placing orders and sourcing new suppliers where appropriate
• Coordinate meeting room bookings, prepare meeting spaces and arrange catering when required
• Organise travel and accommodation arrangements for studio visitors
• Support the onboarding of new starters by preparing workspaces, access cards, parking arrangements, lanyards and other required resources
• Plan and deliver office events and activities, including celebrations, team gatherings, training sessions and health and safety initiatives such as fire evacuation and CPR training
• Provide general administrative support, including managing refreshments and other day-to-day office requirements
• Carry out additional clerical and administrative duties as required by the Manager/Supervisor

What we’re looking for

• Proven experience in office administration
• A versatile and proactive approach to all aspects of office management
• Excellent time management and prioritisation skills, with the ability to manage multiple tasks effectively
• Highly organised, enthusiastic and adaptable, with a positive attitude
• Strong project planning, coordination and organisational skills
• Exceptional attention to detail and a commitment to accuracy
• Excellent verbal and written communication skills
• Strong computer literacy, including proficiency in Google Workspace and Microsoft Office applications
• Experience working in a fast-paced office environment
• A friendly, approachable and professional manner, with confidence in a public-facing role
• A willingness to support others and provide excellent service to colleagues and visitors
• The ability to follow instructions accurately and work with a high degree of reliability

Qualifications

• All relevant qualifications considered

What to expect

Some of our benefits include:

Working life at Double Eleven 

• Start your day any time between 9:00am and 11:00am
• 35 working hours per week with a 1 hour lunch break (with the opportunity to flex down to 30 minutes or up to 2 hours)
• 14 days annual leave + holidays gazetted by the Federal Government of Malaysia (where holidays fall on a weekend, you’ll receive either the Monday or Friday as extra holiday!) 
• 1 day leave for your birthday
• Up to 10 days discretionary annual leave during our end of year break
• 1 day leave if you’re moving house
• Potential for annual performance bonus
• Best-in-class tools and workflow so you can focus on creativity
• 3 additional days annual leave for 5 years service and a further 3 days annual leave for your 10 years service milestone
• State of the art office facilities in a central location with excellent transport routes
• Assorted fruit and bread options, juice, hot drinks and fruit
• Employee referral bonus (up to MYR5,000!)
• Free game codes, game swag and merchandise
• On site parking  

Recognising your contribution - award schemes

• Annual Profit Share
• Length of Service
• Annual High Performer Award

Professional development and wellbeing

• Free gym membership at a local gym in Mid Valley City
• Company private healthcare cover in-patient and out-patient for you, your spouse and children
• Access to mental health and wellbeing support via Plumm (includes 4 free video therapy sessions per month for both the employee and up to 3 family members aged 18+), unlimited text therapy, courses, meditations
• A personalised development plan with dedicated support tailored to your growth and goals
• An accredited Academy providing professional qualifications
• In-studio wellbeing programmes and People team support

Team life 

• Subsidised off-site team activities 
• Many team events to celebrate team and game milestones
• Sponsored team activities
• Opportunity to contribute to our internal Employee Diversity and Equality Network

Ways to reach us

If you have a general query or if you need support with your application and/or an alternative way to apply, please do not hesitate to contact our Talent team at jobs@double11.com 

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Job Description:

Financial Reporting, Budgeting and Forecasting

• Oversee all aspects of financial control and reporting for the Group, ensuring compliance with accounting standards, regulatory requirements, and corporate policies.

• Lead the monthly, quarterly, and annual financial close process, including the preparation of financial statements, reconciliations, and variance analysis, to provide accurate and timely financial information to management and stakeholders.

• Conduct in-depth financial analysis to provide insights into business performance and trends, identifying areas for improvement and optimization.

• Lead the preparation of financial reports, presentations, and board materials, communicating financial results, key performance indicators, and strategic recommendations to stakeholders effectively.

• Lead the annual budgeting process, working closely with business heads to develop realistic and actionable financial plans.

• Develop comprehensive financial forecasts to guide strategic decision-making and resource allocation.

• Oversee all aspects of financial planning and analysis, including budgeting, forecasting, variance analysis, and cash flow management, to optimize resource allocation and drive financial performance.

Financial Strategy and Planning

• Develop and implement financial strategies, policies, and procedures to support the Group's short-term and long-term business objectives, ensuring compliance with regulatory requirements and best practices.

• Provide strategic financial guidance and decision support to senior management and cross-functional teams, leveraging financial insights to inform business strategy, investment decisions, and operational improvements.

• Develop and implement financial policies, procedures, and internal controls to safeguards company assets, mitigate risks, an ensure integrity of financial reporting.

• Collaborate with executive management to develop and execute financial strategies aligned with company goals and objectives.

• Drive continuous improvement initiatives in financial processes, systems, and controls, leveraging technology and automation to enhance efficiency, accuracy, and scalability.

Internal Controls and Compliance

• Establish and maintain robust internal controls to ensure compliance with regulatory requirements and company policies.

• Conduct periodic audits to assess the effectiveness of internal controls and identify areas for enhancement.

• Manage relationships with external stakeholders, including investors, lenders, auditors, and regulatory authorities, ensuring timely and accurate reporting, compliance, and transparency.

Communication and Relationship Management

• Manage relationships with external stakeholders, including auditors, tax authorities, regulatory agencies, and financial institutions, to ensure compliance with local regulations and reporting requirements.

• Provide strategic financial guidance and support to senior management and cross-functional teams, leveraging financial insights to drive operational efficiency, cost optimization, and revenue growth.

Requirements:

• Bachelor’s degree in accounting, finance or related filed

• Minimum of 10 years of progressive experience in financial and statutory reporting, consolidation, taxation and internal controls, preferably in the construction industry.

• Excellent communication and interpersonal skills, with the ability to effectively engage stakeholder at all levels of the organization.

• Inquisitive, meticulous and possess good logical, analytical and process flow skills

• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities and deadlines.

If you are shortlisted for the first round of screening, our Recruiter will contact you directly.

EA License No: 21C0571 | EA Reg No:21103634 (Johnny Wu)

Provide investment advice and guidance to clients:

- Offer personalized investment advice and recommendations

- Help clients understand investment options and strategies

- Provide guidance on portfolio management and asset allocation

Manage client portfolios and develop investment strategies:

- Create and manage client investment portfolios

- Develop investment strategies aligned with client goals and risk profile

- Monitor and adjust portfolios as needed

Conduct market research and due diligence on investments:

- Research investment products, markets, and trends

- Assess investment opportunities and risks

- Conduct due diligence on potential investments

Ensure client investments meet their goals and risk profile:

- Ensure investments align with client objectives and risk tolerance

- Monitor portfolio performance and adjust as needed

- Communicate regularly with clients on portfolio performance and strategy

Advise clients on wealth management and growth strategies:

- Provide expert advice on investment opportunities and risk management

- Help clients achieve their financial goals, such as retirement planning or wealth transfer

- Offer guidance on tax-efficient investment strategies

Manage portfolios and conduct regular reviews:

- Oversee client investment portfolios and make adjustments as needed

- Monitor market trends and rebalance portfolios to optimize performance

- Ensure portfolios align with client risk tolerance and investment objectives

Develop financial plans aligned with client goals:

- Work with clients to understand their financial objectives and create personalized plans

- Identify areas for improvement and provide recommendations

- Help clients prioritize their financial goals and create a roadmap to achieve them

Build and maintain strong client relationships:

- Foster trust and rapport with clients through regular communication and excellent service

- Understand client needs and provide tailored solutions

- Stay up-to-date on client changes and adjust advice accordingly

ABOUT THE ROLE
As Senior Finance Analyst you will be providing critical analytical support to financial processes and drive strategic value for the Graphics Solutions (GRS), while proactively managing commercial risks. This role acts as a primary finance partner to the GRS Commercial team for AMEA, ensuring that strategic objectives are met while supporting the Strategic, Annual Operating Plan (AOP), forecast processes, and key business projects including regional projects. This role provides valuable experience and cross-functional interaction with senior leadership and sales/marketing teams, offering excellent learning opportunities. The day-to-day activities of a Senior Finance Analyst are diverse and require a blend of financial acumen and business partnering skills.

KEY RESPONSIBILITIES

• Strategic Business Partnering

  • Partner closely with the Commercial and Marketing teams of the GRS business, providing data-driven, strategic insights to drive profitable topline growth and market share expansion.

• Commercial Performance & Portfolio Analytics

  • Assist in the tracking, reporting, and analysis of commercial performance.

  • Build, maintain, and streamline complex financial models to support critical business initiatives, and conduct in-depth profitability analyses across product lines, customer segments, and regions to identify margin improvement opportunities.

• Core Financial Cycles & Closing

  • Support cross-functional teams by delivering accurate, timely financial data for month-end, quarter-end, and year-end closing cycles, as well as the dynamic rolling forecasting process.

• Process Automation & Modernization

  • ​​​​​​​Lead continuous improvement initiatives within the finance function, focusing on utilizing AI and the total elimination of obsolete reporting in favor of automated, consolidated, and simplified business intelligence (BI) / Google Cloud solutions.

• Corporate Governance

  • ​​​​​​​Participate in ongoing divisional initiatives related to internal controls, SoX guidelines, ethics and values, corporate culture change, and OGSM (Objectives, Goals, Strategies, and Measures) alignment

• Proactive Cost & Pricing Monitoring

  • ​​​​​​​​​​​​​​Closely monitor cost fluctuations driven by inflation/deflation and forex, partnering closely with sales & product management teams to drive pricing actions given the last reference market communications.

As a trusted Adviser, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have succeeded professionally.

As an Adviser, you are a business owner and enjoy independence and the freedom to manage your time. You will benefit from the continuous support of our corporate divisions and Advisory Group Partners who will help you to develop and grow your business, including the support provided to help attain Professional Certifications.

Roles and Responsibilities:

• Be technically and professionally competent in a wide range of comprehensive financial services, with a focus on specialized services
• Provide advisory services on all wealth matters to clients
• Expand the client base and maintain strong relationships with existing clients
• Be ethical and trustworthy, maintaining at all times a high standard of integrity

Essential Skills:

• Be enterprising and industrious with a desire to establish a professional practice in wealth advisory and consulting
• Be a strategic thinker and problem solver with good interpersonal and relationship management skills
• Be able to communicate effectively; explain complex ideas/concepts to the layman with accuracy

Education and Professional Certifications:

• Bachelor’s degree in any discipline
• M5, M8, M8A, M9, M9A preferred (Support will be provided to attain these certifications)

Other Requirements & Pertinent Information:

You will be rewarded with attractive remuneration packages as you help to build a profitable and stable business together if you are willing to work hard.

We welcome fresh graduates and working professionals who has a keen interest for wealth advisory/investments and a desire to help others succeed financially.

We look forward to sharing more about how we can help you build a successful wealth advisory practice.

Kindly submit resumes in MS Word format to john@oaktree.com.sg with the following details:-

• Position applying for
• Current remuneration
• Expected remuneration
• Notice period
• Reason for Leaving

Oaktree Consulting

EA License No : 06C4642
EA Reg No : R1102621

We regret that only shortlisted candidates will be notified

Position:      BrandAdvisor(Retail)

Department:       Sales

Reporting line:   Head of Retail Sales               

Location:         Singapore

Area of business: Singapore

Key Responsibility:

Aiming to develop targeted brand awareness (creation of brand amplifiers and endorsers) and business generation (sales),the role will focus on developing and nurturing long-lasting relations with customers in a general extent – in particular with walk-in customers and related gathering circles – with ability to inspire through the uniqueness of V-ZUG luxury brand and products’ features, and capacity to design solutions and close sales deals.

The position is recognized as a professional brand advisor, mature and driven, with the ability to work independently to provide consultancy on solutions, onsite demonstrations on products and its most relevant features and advantages. V-ZUG Singapore operates 7 days a week.

Main Tasks and Responsibilities:

1. Inspire and close sales of walk-in customers.
2. Implement structured sales control and planning, always having the cockpit of Retail pipelines under control, with the ability to balance attention between short-term needs and mid-term objectives.
3. Monitor and benchmark activities from key competitors on Sales and Marketing, also as a matter of input for definition of distinctive sales strategy and brand proposition.
4. Lead, design, implement and execute sales strategies.
5. Proactively involve in branding activities, both in the brand experience and V-ZUG showroom targeting the whole stakeholders’ base.
6. The position actively stimulates enforcement of the highest standards of service by liaising with Service team, including installation / handover, to be recognized as the best in the market in all respects.
7. The position ensures strict enforcement – with no compromise – on ethical business and respect of V-ZUG brand and role in the market, in respect of pricings and payment policies. V-ZUG does not cordon any forms of fraud, corruption, and bribery of any kinds. The position must report immediately to management of any suspicions based on real evidence or solid insights.
8. Job requires this position at front desk duties in showroom and support colleagues during events in the showroom. V-ZUG emphasizes the culture of teamwork in the organization.
9. Provide weekly visit and sales reports.

10.  Achieve and exceed sales target KPIs set.

11.  Conduct onsite product demonstrations to end-consumers.

12.  Position also entails the upkeep of the showroom conditions in tip-top condition.

Requirements

-      Relevant experience, track-record of the abilities to develop D2C sales of products/services in the luxury segment preferred.

-      Elegant and has fine taste in-line with the role of a full representation of an international luxury brand.

-      Capability to inspire and influence with a personal approach for quality of life, taste and style.

-      Team player, though independent in making good judgment/decisions under pressure.

-      Self-motivated and result-driven, passion in the job with can-do attitude and yet always honest and with high integrity standards (and record).

-      Comprehensive English language skills, both written and verbal; able to communicate in Mandarin.

-      Diversity and Inclusion: We are committed to fostering a diverse and inclusive workplace. While all qualified candidates are encouraged to apply, we particularly welcome applications from male candidates to support our efforts in achieving a balanced representation within our team.

Job Summary

Join ACE Internship to gain hands-on experience in financial services, develop entrepreneurial skills, and learn wealth and risk management concepts while crafting social media campaigns.

Internship Highlights:

• Apply wealth management and risk management concepts
• Develop entrepreneurial skills through practical experience and team collaboration
• Gain industry knowledge by participating in financial services projects and mentorship sessions
• Design and manage creative social media campaigns to enhance brand engagement

Required competencies and certifications

• Meet regulatory age requirement of at least 21 years old
• Hold full certification in GCE 'A' Levels, Polytechnic Diploma, or Degree (local certifications)

Preferred competencies and qualifications

• Demonstrate enthusiasm for learning and growth in the financial services industry
• Exhibit teamwork and communication skills to collaborate effectively within the internship program

Other Information

• Benefits:Attractive monthly allowance package
• Fully sponsored CMFAS exams
• Personalized 1-on-1 training and mentorship with successful industry practitioners

Job Description

HCBS Life is seeking motivated and client-focused individuals to join our team as Financial Consultants.

In this role, you will work closely with individuals and families to understand their financial goals and provide suitable financial planning solutions. Through structured training and mentorship, you will develop expertise in client relationship management, financial planning, and advisory services.

This opportunity is suitable for individuals seeking a long-term professional career in the financial services industry.

Key Responsibilities

• Build and maintain professional relationships with clients
• Conduct financial needs analysis and identify suitable planning strategies
• Assist clients in areas such as protection, savings, retirement, and wealth accumulation planning
• Prepare and review financial planning recommendations based on clients' objectives
• Provide ongoing support and regular reviews to ensure clients remain on track towards their financial goals
• Maintain accurate client records and documentation
• Participate in training, professional development programmes, and industry licensing requirements
• Ensure all advisory activities comply with regulatory and company standards

Requirements

• Singapore Citizen or Permanent Resident
• Minimum Diploma, A-Level, or Degree qualification in any discipline
• Strong communication and interpersonal skills
• Client-oriented with a willingness to learn and develop professionally
• Self-motivated and able to work independently
• Good organisational and time management skills
• Prior experience in financial services, sales, customer service, or relationship management is advantageous but not required

What We Offer

• Structured onboarding and training programme
• Mentorship from experienced financial services professionals
• Support for professional licensing and certification requirements
• Continuous learning and development opportunities
• Clear career progression pathway
• Flexible work arrangements
• Collaborative and supportive working environment

Preferred Traits

• Interest in financial planning and personal finance
• Strong relationship-building skills
• Professional, responsible, and adaptable mindset
• Growth-oriented and committed to continuous learning