Personal Finance Consultant
K
kaptivate llp
📍 alexandra, bukit merah, Singapore
Job Description
Personal Finance Consultant | Build a Meaningful Career in Financial Advisory
Help People Achieve Financial Confidence While Building Your Own Success
Are you motivated, ambitious, and passionate about making a difference in people's lives
We are looking for driven individuals to join our growing advisory team as a Personal Finance Consultant. In this role, you'll work closely with individuals and families to help them make informed financial decisions through personalised financial planning, wealth accumulation, protection, and retirement strategies.
Whether you're a fresh graduate, career switcher, or someone with experience in sales or customer service, this is an exciting opportunity to build a rewarding career with structured training, continuous mentorship, and unlimited growth potential.
What You'll Be Doing
- Meet with clients to understand their financial goals and aspirations. ...