Personal Finance Consultant

kaptivate llp

📍 alexandra, bukit merah, Singapore

Full-time Other-General

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.
  • ...
Apply for this Position